Administrative Assistant
Robert Half - Dallas, TX
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Description The Administrative Assistant is responsible for performing day-to-day administrative and technical support in an insurance office environment. This role assists Underwriters or Account Executives in coordinating underwriting and customer service processes for assigned programs. Duties include answering inbound calls, greeting visitors, performing receptionist tasks, and maintaining the accuracy of critical insurance documents and records. Key Responsibilities: + Review and process applications for new and renewal insurance business + Provide basic client services, such as issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards + Prepare, review, and analyze technical documents for accuracy and completeness + Maintain policy management systems and ensure complete and accurate files + Invoice, track receivables, and assist with accounting discrepancies + Prepare premium finance agreements and manage related processes + Support developing presentations to customers and prospects + Assist with claims handling instructions and loss control program implementation + Order, track, and follow up on loss runs, MVRu2019s, and other reports + Address or refer underwriter and client inquiries as needed + General administrative office support, including receptionist duties and data entry Requirements Requirements: + Minimum 2 years of insurance industry experience + High school diploma or equivalent required + Proficient in Microsoft Office suite (Word, Excel, Outlook) + Ability to navigate multiple computer systems and applications; skilled at information research + High attention to detail and analytical ability + Strong verbal, written, and interpersonal communication skills + Excellent organizational, multi-tasking, and prioritization abilities + Team-oriented with ability to work across all organizational levels + Flexible and adaptable to changing priorities and deadlines + Ability to follow established policies, procedures, and regulations TalentMatchu00ae Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use ( and Privacy Notice (.
Created: 2026-02-02