Heffernan Insurance Brokers ยท 2 hours ago
Administrative Assistant
Santa Barbara, CA
Full-time
Onsite
New Grad, Entry Level
$20/hr - $20/hrHeffernan Insurance Brokers is seeking an Administrative Assistant to support daily operations by delivering high-quality administrative, clerical, and customer service support. The role involves assisting management, greeting clients, managing correspondence, and ensuring a positive client experience.
FinanceFinancial ServicesInsurance
Responsibilities
Greet clients and visitors
Answer and route phone calls professionally
Manage incoming and outgoing mail, deliveries, and general correspondence
Assist with ordering office supplies and managing inventory of essential office equipment
Assist with documents, reports, and presentations for internal use
Assist with scheduling meetings, events, managing calendars, and coordinating office logistics
Assist with office errands as directed
Participate in process improvements and special projects assigned by leadership
Assist Commercial Lines Manager and Finance Operations Manager as directed
Assist with recording commissions and client payments
Collect necessary documents from clients for policy processing or renewals
Enter client information into the agency management system, ensuring accuracy and compliance
Deliver excellent customer service by addressing general inquiries and directing clients to the correct team members
Support the preparation and processing of insurance applications, endorsements, certificates of insurance, and other standard forms as directed by licensed staff
Contact marine clients about upcoming cancellations
Compile production reports
Work with marketing on new campaigns as assigned
Help track outstanding items needed for submissions or renewals
Special projects and other duties as assigned
Qualification
Required
Education - High School graduate/GED required
Professional, customer-focused mindset
Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint
Ability to manage multiple tasks, prioritize, and meet deadlines
Effective communication and collaboration skills, both written and oral
Problem-solving and analytical skills, with attention to detail
Ability to maintain confidentiality and handle sensitive information
Must embody the Heffernan Habits as illustrated herein
Preferred
Administrative experience in an office environment preferred
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
Founded in 1988
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity
Leadership Team
Mike Heffernan
President and CEO
Kate Grasman
CIO
Recent News
2025-12-15
Company data provided by crunchbase