About Waterfield & Associates, A Division of Patriot Growth Insurance Services: Since 1990, Waterfield & Associates has been a trusted, family-owned independent insurance agency serving Destin, Florida, and the surrounding Emerald Coast communities. Our deeply experienced team offers tailored coverage across homeowners, flood, auto, marine, commercial property, and general liability insurance - always mindful of the specific coastal risks our clients face. With strong local expertise and a commitment to attentive, personalized service, we strive to find outstanding solutions that protect what matters most.

Position Overview: The Administrative Assistant plays a vital role in ensuring the smooth day-to-day operation of the Agency. This position is responsible for streamlining processes, optimizing communication channels, and managing a wide range of administrative tasks that support the overall functionality of the organization.

Work Arrangement: This is a full-time position working in our office located in Destin, FL.

Professional Responsibilities:

• Answer and direct incoming phone calls to the appropriate departments or personnel.
• Receive, sort, and distribute incoming mail and correspondence; process outgoing mail promptly.
• Distribute Agency emails and carrier notices to appropriate recipients.
• Assist with facilities and vendor management, including supply ordering and maintenance coordination.
• Track and distribute online quote requests and create prospect accounts in the Agency Management System (AMS).
• Perform audits and reviews of new business reports to ensure accuracy and compliance.
• Manage and distribute policy renewal and expiration reports.
• Participate in various agency projects as needed or assigned.

Qualifications and Requirements:

• Experience working in an administrative or customer service role (Required).
• 1–2 years of experience in the insurance industry, preferably with a Property & Casualty agency (Preferred).
• High School Diploma/GED (Required).
• Associate or Bachelor’s degree in Business Administration or a related field (Preferred).
• Basic knowledge of commercial and personal lines insurance, including terminology, policies, and coverages.
• Strong organizational skills and the ability to manage multiple tasks efficiently.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy in data entry and document review.
• Ability to work effectively in a team environment.
• Strong problem-solving skills with a persistent approach to resolving issues.
• Ability to provide empathetic and supportive assistance to clients and visitors.
• Proficiency with Microsoft Office Suite and other administrative software tools.
• Ability to maintain confidentiality and demonstrate sound professional judgment.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.