Capital Insurance Group · 20 hours ago
Agency Management Data Associate
Capital Insurance Group is a leading West Coast Property & Casualty insurer founded in 1898. They are seeking an Agency Management Data Associate to manage agency data and sales administrative services, requiring advanced data entry and organizational skills.
InsuranceProperty Insurance
Responsibilities
Managing agency data management as well as sales administrative services for four CIG Agency Development, Marketing and Sales
Perform advanced data entry
Maintain agency data and information across multiple information systems
Manage multiple priorities and meet time sensitive deadlines
Maintain confidence and trust; anticipate needs and take the initiative to handle a variety of assignments accurately, efficiently, and with limited direct supervision
Perform other duties as directed or assigned
Qualification
Required
An associate degree is preferred but will consider high school equivalency and a minimum of five (5) plus years of data entry, administrative or relevant sales support assignments or office management experience
Coursework in data entry, administrative subjects such as Excel – Intermediate to Advanced level required
Coursework in data entry, administrative subjects such as MS Word – Intermediate to Advanced level required
Coursework in data entry, administrative subjects such as MS PowerPoint and Visio – Intermediate preferred
Takes the initiative to handle a variety of duties and assignments accurately and efficiently while maintaining confidentiality and with limited direct supervision
Experience using SQL and VBA
Superior communications and grammatical skills are necessary along with demonstrated ability to compose and edit reports, articles and business correspondence
Exceptional attention to detail and organizational skills as well as the confidence and ability to manage multiple priorities and satisfy time sensitive demands
Experience working with internal and external customers
Works independently and has ability to make sound and professional decisions as necessary with little requirement to do so from manager
Solicit the cooperation and performance of tasks by various departments
Work closely with the technology department for executive A/V needs both in-office and offsite meetings
Identify sensitive issues and use appropriate discretion in handling confidential issues
Organize work, set priorities, and meet critical deadlines with minimal supervision
Establish and maintain complex calendar and appointment schedules and ensure executives stay on track throughout the day
Maintain the confidentiality of materials and use appropriate discretion in handling sensitive and confidential correspondence or information
Standard office practices and procedures, including filing systems and business letter composition
Correct English usage including spelling, grammar, punctuation, and vocabulary
Preferred
MS PowerPoint and Visio – Intermediate preferred
Benefits
Accrue twenty-one days of Paid Time Off during your first year
Up to eighty-seven percent of benefits covered by CIG for you and your family members
Medical, dental, vision plans
One hundred percent covered plans
Basic Life & AD&D
Employee Assistance
Leave Management
Long Term Disability
Short Term Disability (Outside of CA)
Family Caregiver Support (Homethrive)
Child Care Resources (Tootris)
Business Travel Accident Protection
Voluntary benefit offerings
Short-term (CA only)
Voluntary Life AD&D self, spouse and child plans
Flexible Spending
Health Savings (HSA)
Hospital Indemnity
Accidental Injury
Critical Illness
ARAG Legal Services
Norton LifeLock
Nine paid holidays, plus two floating holidays
Above and Beyond Reward Recognition Program
Kudos & Shout Out Points Program
Quarterly Above and Beyond Bonus Program
Annual Above and Beyond Bonus Program
Competitive compensation
Base compensation
Salary Management Spot Bonuses
Annual Incentive/Profit sharing program, potential payout annually based on company results.
Discount partnerships
Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more
Insurance Educational reimbursement and bonus programs
Employee Referral Bonus Program
Home and Auto Insurance Discount Program.
Paid Volunteer Time – Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you!
Retirement savings benefit (401k and Roth + match)
Health & Financial Wellness
Wellness platform, tools and events
Health Savings Account – match
Financial Wellness Resources
Company
Capital Insurance Group
Capital Insurance Group operates as a regional property and casualty insurer.
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-19Acquired
Recent News
2025-09-09
FF News | Fintech Finance
2025-09-09
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