Insurance CRM Office Administrator

Job overview

The Insurance CRM Office Administrator role is onsite in Fairfield, New Jersey. Pay is $50,000–$65,000 per year. The position supports the operations of Allegiance Insurance and its producers. The role maintains customer and prospect information, insurance documentation, and agency systems so producers can manage sales and client accounts. It also assists with policy processing, client communications, payments, and office administration.

What you'll do

• Manage the AMS 360 CRM and AgencyZoom
• enter and maintain client information and files
• process and review insurance documents
• take and process customer payments
• manage QuickBooks bank reconciliations
• maintain office supplies
• prepare proposals, applications, binders, and client letters
• assist producers with client information and renewals
• review policy changes and account activity.

What we're looking for

Skills & competencies

insurance crm office administrator

insurance agency

crm

ams 360

agencyzoom

quickbooks

full-time

fairfield nj

allegiance insurance

$50,000–$65,000 per year

401(k) match

health benefits

flexible hours

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with match, health benefits, flexible hours, training and development, and growth opportunities.

Why this role

Property and Casualty license expected within the first 9–12 months; AMS 360 experience is a plus.

About the employer

Jason Street - Allegiance Insurance is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.