Administrative Assistant

• Coordinate and process insurance certificate requests, acting as the primary point of contact with brokers, tenants, mortgage servicers, and other stakeholders
• Analyze contracts and insurance requirements, collaborating with team members to ensure compliance and accuracy
• Monitor and track third-party insurance renewals, updating records in the department database promptly and accurately
• Manage and maintain the department database, ensuring all changes to mortgage clauses, pay-offs, and renewals are documented
• Oversee vehicle insurance renewals, including adding or canceling coverage, updating driver information, and notifying brokers of changes
• Review and verify certificate holder lists provided by brokers before policy renewals to ensure accuracy
• Provide updated insurance certificates to lenders or servicers as requested, consulting with brokers as needed
• Maintain an up-to-date policy spreadsheet and assist with calendar management for supervisors when required
• Support the team with additional administrative tasks and special projects as assigned

• Minimum of 3 years of administrative experience, preferably in the real estate or insurance industry
• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
• Strong knowledge of insurance terminology, policies, and procedures, including property and casualty insurance
• Excellent organizational and time management skills, with the ability to handle multiple tasks simultaneously
• Exceptional communication skills, both written and verbal, with a focus on customer service
• Experience with data entry, email correspondence, and scheduling appointments
• Familiarity with tracking and verifying insurance coverage and benefits
• Ability to maintain confidentiality and adhere to high standards of integrity

Medical, dental, vision, PTO, paid holidays, 401k