Administrative Assistant | Commercial Insurance & Surety

Join an Independent Agency that is dedicated to REMAINING Independent!

We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
• Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• Top 100 P&C Agencies (Insurance Journal)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal)

About the Role:

The Commercial Lines Administrative Assistant provides support to the Department Leadership and Surety Teams. This role assists with scheduling, organizing information, preparing meeting materials, and tracking tasks for our Commercial Lines management team. The role also assists the Surety Account Managers with processing bonds, invoicing, and updating client files. The Commercial Lines Administrative Assistant will be responsible for multifaceted clerical and administrative tasks in a high-volume, deadline-driven environment.

The Commercial Lines Administrative Assistant will have strong comfort with technology, attention to detail, and a willingness to learn. This is an opportunity to build skills, contribute to multiple teams, and develop professionally within our agency!

How You will be Compensated:

• $23.50-$28/hour Depending on Experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)

What you will Do:

• Commercial Lines Leadership Team
  • Provide administrative support to the Commercial Lines Leadership Team while maintaining confidentiality and ensuring timely follow-through on assigned tasks
  • Coordinate scheduling and calendar updates, prepare meeting materials and agendas, organize and distribute reports, and track follow-up tasks
  • Coordinate communication with outside vendo