Administrative Assistant

Job overview

The Administrative Assistant role is onsite in Schenectady, NY. Compensation is $45,000–$55,000 per year. The position supports The Heritage Group’s insurance agency, which provides insurance solutions and professional guidance to businesses and individuals. The assistant helps the agency team and management maintain accurate client and policy records, handle service requests, and keep assignments moving. The role supports reliable day-to-day agency operations through organized administrative and client-service work.

What you'll do

• Provide administrative support to agency team members and management
• prepare automobile ID cards, certificates of insurance, and DocuSign requests
• maintain client and policy information and electronic records
• assist with client communications and service requests
• monitor assignments and follow up
• handle confidential information
• support other departments as needed.

What we're looking for

Skills & competencies

administrative assistant

insurance agency

office administration

client records

policy information

client service

microsoft outlook

microsoft word

microsoft excel

schenectady ny

the heritage group

Work arrangement

• Weekend coverage required

Benefits & perks

• Employer-paid health and life insurance
• dental and vision options
• 401(k) with up to 4% employer match
• vacation, sick, and personal time.

Why this role

The employer is willing to train a motivated candidate; insurance or financial services experience is preferred but not required.

About the employer

The Heritage Group is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.