Operations Assistant (Hybrid)

Operations Assistant The Operations Assistant plays a vital role in ensuring the smooth day-to-day operation of the Agency. This position is responsible for streamlining processes, optimizing communication channels, and managing a wide range of administrative tasks that support the overall functionality of the organization. This is a full-time hybrid position reporting to our office located in Cheshire, CT. Professional Responsibilities Answer and direct incoming phone calls to the appropriate departments or personnel. Receive, sort, and distribute incoming mail and correspondence; process outgoing mail promptly. Distribute Agency emails and carrier notices to appropriate recipients. Assist with facilities and vendor management, including supply ordering and maintenance coordination. Track and distribute online quote requests and create prospect accounts in the Agency Management System (AMS). Perform audits and reviews of new business reports to ensure accuracy and compliance. Manage and distribute policy renewal and expiration reports. Participate in various agency projects as needed or assigned. Qualifications & Requirements Experience working in an administrative or customer service role (Required). 12 years of experience in the insurance industry, preferably with a Property & Casualty agency (Preferred). High School Diploma/GED (Required). Associate or Bachelor's degree in Business Administration or a related field (Preferred). Basic knowledge of commercial and personal lines insurance, including terminology, policies, and coverages. Strong organizational skills and the ability to manage multiple tasks efficiently. Excellent written and verbal communication skills. High attention to detail and accuracy in data entry and document review. Ability to work effectively in a team environment. Strong problem-solving skills with a persistent approach to resolving issues. Ability to provide empathetic and supportive assistance to clients and visitors. Proficiency with Microsoft Office Suite and other administrative software tools. Ability to maintain confidentiality and demonstrate sound professional judgment. Patriot offers the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, with a focus on enhanced career opportunities and professional growth. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. Our benefits include: Medical, Dental, and Vision Benefits Flexible Spending Account (FSA), Health Savings Account (HSA), and Commuter Transit Programs Company-paid Short-Term Disability, Long-Term Disability, and Group Term Life Company-paid Employee Assistance Program Paid Parental Leave Paid holidays Personalized PTO 401(k) with employer match Patriot Growth Insurance Services is an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Hiring decisions are based solely on qualifications, merit, and business needs at the time.

Created: 2026-03-05