Office Assistant

Job Title: Office Assistant
Location: 3501 Gus Thomasson Road Suite 104 Mesquite, TX 75150
Job Type: Part time

Job Description:
The position will begin as an independent contractor through the end of the year, with the opportunity to become a full-time employee next year. This role supports daily office operations, including answering and directing phone calls, greeting visitors, and responding to basic customer inquiries about policies and services. The Insurance Office Assistant will prepare and process paperwork, maintain organized files, and assist with data entry into agency management systems. Responsibilities also include handling mail, scheduling appointments, operating office equipment, and supporting insurance agents with administrative tasks. The role requires consistent, professional communication with clients and team members to ensure efficient office workflow and a positive client experience.

Key Responsibilities:

• Greet clients and provide professional customer service in person, by phone, and by email.
• Answer general questions and assist clients with insurance-related inquiries.
• Schedule, confirm, and coordinate client appointments, meetings, and follow-up calls.
• Prepare, organize, scan, and file client documents and insurance paperwork.
• Maintain accurate client records and update agency CRM systems.
• Make outbound calls to remind clients of appointments, seminars, and required documentation.
• Coordinate with insurance carriers, healthcare providers, and clients to obtain information or resolve service-related concerns.
• Assist with general office administration, including data entry, document preparation, and office organization.
• Support Medicare seminars, educational events, and community outreach activities by preparing materials, greeting attendees, and assisting with event setup.
• Accompany the agency owner to client appointments, meetings, seminars, and outreach events as needed.
• Complete other administrative and customer service duties as assigned.

Qualifications:

• Fluency in English and Spanish is required to effectively communicate with our clients.
• No prior insurance experience required. We will train a motivated, coachable, and dependable candidate.
• Positive attitude with a willingness to learn and grow professionally.
• Trainable and coachable, with the ability to accept feedback and apply it effectively.
• Professional, friendly, patient, and reliable with strong customer service skills.
• Strong organizational skills with the ability to manage multiple tasks and follow up consistently.
• Self-motivated, dependable, and able to work well in a fast-paced office environment.
• Basic computer skills, including Microsoft Office, email, and the ability to learn new software and agency systems.
• General knowledge of health insurance, healthcare, or insurance benefits is a plus, but not required.
• Previous customer service, call center, healthcare, medical office, or insurance agency experience is preferred but not required.
• Willingness to learn insurance-related processes, terminology, forms, and agency systems.

Benefits/Why Join Us:

• Starting pay of $17–$19 per hour, based on experience.
• Part-time schedule (5 hours per day) with the opportunity to transition to full-time.
• Monday through Friday, 9:00 AM to 2:00 PM, with weekends off.
• Supportive, professional, and team-oriented work environment.
• Hands-on training with opportunities to learn Medicare, ACA, health insurance, life insurance, and agency operations.
• Opportunity to obtain your insurance license and grow your career in the insurance industry.
• Meaningful work helping individuals and families make informed insurance decisions.
• Opportunity to work alongside an experienced insurance broker and gain valuable industry experience.

About Us:
Health Care And Life Solutions is an independent insurance agency focused on helping customers find coverage that protects what matters most in life. The agency partners with a wide range of top carriers to offer policies tailored to each person’s unique situation. Its goal is to provide peace of mind through comprehensive, cost-conscious insurance options. Team members support clients in navigating choices and understanding benefits so they can secure coverage that fits their needs. The agency emphasizes service, guidance, and long-term customer relationships.

Job Type: Part-time

Pay: $17.00 - $19.00 per hour

Work Location: In person

Salary : $17 - $19