Administrative Assistant, Commercial

12/16/2025

The Administrative Assistant provides essential support to insurance teams by managing day-to-day administrative tasks and ensuring smooth office operations. This includes maintaining files, managing correspondence, and assisting with reports and proposals.

Working Hours

40 hours/week

Company Size

501-1,000 employees

Language

English

Visa Sponsorship

About The Company

Unison Risk Advisors is one of the top privately-held insurance brokerages in the nation. Through its regional operating companies, Unison Risk Advisors provides risk management services, commercial property and casualty insurance, employee benefits and health insurance, personal and life insurance, and retirement plan services to corporate and individual clients in a diverse set of industries. Unison Risk Advisors is committed to an independent brokerage service model guided by the belief that clients are best served by professionally managed and well-resourced firms that can act independently upon the best interests of the client.

About the Role

Administrative Assistant, CommercialDepartment: Commercial Lines Location: In-Office FLSA Status: Non-Exempt Grow With UsAt RCM&D, our employees are also owners, invested in our work, our clients, and our communities. We’re looking for an Administrative Assistant who values collaboration, takes pride in their contributions, and wants to grow with a firm where shared success truly matters.Our Just CauseTogether, we’re creating a future where success is shared and communities thrive.<ol style="margin-top: 0in;" start="1" type="1"><li class="MsoNormal" style="mso-list: l0 level1 lfo4; tab-stops: list .5in;">Our solutions and expertise empower our clients to realize opportunities, generate wealth and improve wellbeing. </li><li class="MsoNormal" style="mso-list: l0 level1 lfo4; tab-stops: list .5in;">Our shared ownership model aims to create prosperity for all colleagues that share our values and embrace our cause.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo4; tab-stops: list .5in;">Our generosity with both our time and money moves our communities forward.</li></ol>Who We AreRCM&D, a Unison Risk Advisors company and 2025 Awarded Best Places to Work is ranked among the top independent insurance advisory firms in the United States. Founded in 1885, we leverage our 140+ years of experience and strong local, national and global reach to meet clients’ business objectives. We are relationship-driven, growth-minded, and deeply committed to doing the right thing for our clients, colleagues, and communities.The RoleThe Administrative Assistant provides essential support to insurance teams by handling day-to-day administrative tasks that ensure smooth office operations. This role supports Risk Advisors, Client Managers and leadership by improving efficiency and client service. The AA ensures internal colleagues’ needs are met efficiently and accurately while maintaining compliance with industry regulations. What You’ll Do<ul><li class="MsoListParagraphCxSpFirst" style="text-indent: -0.25in; line-height: 115%;">Provide a high level of service and support to both internal and external clients, effectively managing the expectations of colleagues and clients</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Maintain electronic and paper files and records attributed to RCM&D, committees, Executive Board and vendors in accordance with agency policies and procedures</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Work within the agency’s management system, Applied Epic</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Work directly with carriers to obtain policies, endorsements, audits and cancellations</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Comply with E&O Plus, legal, and regulatory requirements as applicable</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Create insurance claims guides; review and interpret insurance endorsements</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Manage correspondence, schedule meetings, maintain client records, prepare documents, and assist with data entry</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Assist in the preparation and/or review of reports and proposals</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Backup to receptionist which includes accurately identifying calls and directing to appropriate person; providing information about the agency and/or departments; welcomes and directs visitors</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Handle both incoming and outgoing mail and faxes (electronic and paper) appropriately</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Manage client certificate of insurance files</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Order and maintain supplies for Commercial Lines department</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Assist in special or one-time projects as assigned</li><li class="MsoListParagraphCxSpLast" style="text-indent: -0.25in; line-height: 115%;">Additional job duties as assigned</li></ul>What You BringRequired Qualifications<ul style="margin-top: 0in;" type="disc"><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level1 lfo6; tab-stops: list .5in;">High school diploma or GED</li><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level1 lfo6; tab-stops: list .5in;">3 to 5 years of administrative experience preferred</li><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level1 lfo6; tab-stops: list .5in;">Maintain a client centric focus; is highly responsive to internal and external stakeholders’ needs and can manage/meet/exceed expectations.</li><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level1 lfo6; tab-stops: list .5in;">Proficient with Microsoft Office Suite</li><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level1 lfo6; tab-stops: list .5in;">Knowledge of office equipment (computer, binding equipment, telephone, fax machine, copier and calculator)</li><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level1 lfo6; tab-stops: list .5in;">Team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders.</li><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level1 lfo6; tab-stops: list .5in;">Ability to learn third party computer programs/websites.</li><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level1 lfo6; tab-stops: list .5in;">Possess the following skills:</li><ul style="margin-top: 0in;" type="disc"><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level2 lfo6; tab-stops: list 1.0in;">Strong oral and written communication</li><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level2 lfo6; tab-stops: list 1.0in;">Organization and time management</li><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level2 lfo6; tab-stops: list 1.0in;">Strong attention to detail</li></ul><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level1 lfo6; tab-stops: list .5in;">Demonstrate accountability, work well under pressure, and meet deadlines and deliverables.</li><li class="MsoNormal" style="margin-bottom: 0in; line-height: 115%; mso-list: l1 level1 lfo6; tab-stops: list .5in;">Projects confidence in interactions with colleagues and clients.</li></ul>Preferred Qualifications<ul><li class="MsoListParagraphCxSpFirst" style="text-indent: -0.25in; line-height: 115%;">Obtain and maintain P&C License </li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Experience with Applied EPIC desired but not required</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;"> 1 to 2 years of college experience is preferred.</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;"> Ability to lift 5 to 25 pounds</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Ability to sit for long periods of time</li><li class="MsoListParagraphCxSpMiddle" style="text-indent: -0.25in; line-height: 115%;">Walking, bending, sitting, reaching, and stretching in all directions</li><li class="MsoListParagraphCxSpLast" style="text-indent: -0.25in; line-height: 115%;">Repetitive hand movement, such as keyboarding, writing, and operating a calculator</li></ul>How You Show Up (Our Core Values in Action)Successful team members at RCM&D are:<ul style="margin-top: 0in;" type="disc"><li class="MsoNormal" style="mso-list: l4 level1 lfo5; tab-stops: list .5in;">Reliable & Dependable – We build trust through reliability and consistency in everything we do</li><li class="MsoNormal" style="mso-list: l4 level1 lfo5; tab-stops: list .5in;">Inspiring, Passionate & Positive – We are passionate about our work and inspire others through out dedication, positive attitudes and enthusiasm</li><li class="MsoNormal" style="mso-list: l4 level1 lfo5; tab-stops: list .5in;">Driven by Integrity & Trust – We do what’s right, even when it’s hard or when no one is watching</li><li class="MsoNormal" style="mso-list: l4 level1 lfo5; tab-stops: list .5in;">Selfless Team Players – We succeed together as a team by putting the needs of our clients and colleagues above our own</li><li class="MsoNormal" style="mso-list: l4 level1 lfo5; tab-stops: list .5in;">Entrepreneurial & Solutions-Oriented – We challenge the status quo and don’t accept “no” as final</li></ul>What We Offer<ul style="margin-top: 0in;" type="disc"><li class="MsoNormal" style="mso-list: l3 level1 lfo3; tab-stops: list .5in;">Comprehensive benefits package</li><li class="MsoNormal" style="mso-list: l3 level1 lfo3; tab-stops: list .5in;">Employee ownership through a 401(k) employer match and discretionary profit-sharing contributions</li><li class="MsoNormal" style="mso-list: l3 level1 lfo3; tab-stops: list .5in;">Professional development and career growth opportunities</li><li class="MsoNormal" style="mso-list: l3 level1 lfo3; tab-stops: list .5in;">Flexible work arrangements (remote and hybrid options) with a flexible paid time off approach</li></ul>Equal Opportunity EmployerRCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Key Skills

Administrative SupportClient ServiceOrganizationTime ManagementAttention to DetailCommunicationTeam PlayerMicrosoft Office SuiteApplied EpicRegulatory ComplianceData EntryReport PreparationFile ManagementMeeting SchedulingCustomer FocusProblem Solving