Insurance Agency Assistant

Job Summary
We are seeking a dynamic and organized Insurance Office Assistant/Agent to join our team! This role is vital in providing exceptional customer service, managing administrative tasks, and supporting insurance operations. The ideal candidate will be energetic, detail-oriented, and possess excellent communication skills. Whether assisting clients at the front desk or managing policy documentation, you will play a key role in ensuring smooth office functions and positive client experiences. This paid position offers opportunities for growth within the insurance industry and a chance to develop valuable office management skills.

Duties

• Greet clients and visitors warmly at the front desk, providing professional and friendly customer service
• Manage multi-line phone systems, directing calls efficiently and courteously
• Handle data entry, filing, and document proofreading to ensure accuracy and organization
• Assist with policy administration, including updating client records using software like QuickBooks and Microsoft Office
• Support office management tasks such as calendar management, appointment scheduling, and maintaining office supplies
• Respond to customer inquiries via phone, email, or in person, delivering excellent customer support
• Maintain organized records for insurance policies, claims, and correspondence in compliance with company standards
• Support bookkeeping activities including basic bookkeeping tasks using QuickBooks or similar tools

Experience

• Prior office experience or administrative experience preferred, especially in insurance or related fields such as medical or dental receptionists
• Strong computer literacy with proficiency in Microsoft Office Suite (Word, Excel, Outlook),QuickBooks (preferred/can train) and Google Workspace tools
• Excellent organizational skills with the ability to multitask effectively in a fast-paced environment
• Bilingual abilities are a plus to serve diverse client needs effectively
• Experience with clerical duties such as typing, proofreading, data entry, filing, and maintaining records is highly desirable
• Knowledge of office equipment including multi-line phone systems and front desk operations is beneficial
• Demonstrated customer service skills with professional phone etiquette and support experience
• Currently licensed in Insurance, Property and Casualty and/or Life and Health or willing to obtain licensure

Join us to be part of a vibrant team committed to delivering outstanding service while developing your career in the insurance industry! This position is paid and offers valuable experience in office management, customer support, and administrative functions.

Pay: $21.00 - $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Work Location: In person

Salary : $21 - $24