What are the responsibilities and job description for the Office Assistant position at Horace Mann Companies?
Overview
We are a local financial services and insurance agency serving educators, school staff, and their families. We are seeking a highly organized, customer-focused Office Assistant with a Property & Casualty insurance license. This role blends office management, client service, and support for our P&C insurance operations.
If you thrive in a fast-paced environment, enjoy helping people, and want to grow professionally within the insurance and retirement planning field, we encourage you to apply.
What You’ll Do (Key Responsibilities)
Office Management & Operations
- Oversee day-to-day office operations to maintain an efficient, professional, and welcoming environment.
- Manage schedules, coordinate meetings, maintain organized client records, and support agency workflows.
- Handle administrative tasks including data entry, filing, document preparation, reporting, and compliance tracking.
- Greet clients, manage front-desk activities, and uphold strong phone and email etiquette.
Client Service & Support
- Serve as one of the first points of contact for clients — answering questions, processing paperwork, handling payments, addressing notices, and managing renewals.
- Provide timely, friendly, and accurate follow-up to customer inquiries.
- Assist with quoting, writing policies, and processing policy changes.
- Help resolve client concerns with professionalism and empathy.
Sales & Agency Support
- Support the agency’s licensed producers with new business processing, documentation, and client onboarding.
- Make proactive outbound calls to schedule appointments for the agent, following up with clients and leads to ensure a full and productive calendar.
- Cross-sell or up-sell insurance products to existing clients when appropriate (training provided).
- Manage a book of house accounts and ensure strong retention through exceptional service.
What We’re Looking For (Requirements & Qualifications)
Licensing
- Active Property & Casualty License
- Willingness to pursue Life/Accident/Health licensing in the future.
Experience
- Must have previous experience in office management, administrative support, insurance operations, or customer service.
- Comfortable on the phone – especially with making outbound calls to schedule appointments
- Insurance industry experience is preferred but not required if you’re motivated and quick to learn.
Skills & Strengths
- Excellent communication skills — written, verbal, and phone.
- Strong organizational skills with high attention to detail.
- Ability to multitask and manage competing priorities in a fast-paced environment.
- Proficiency in Microsoft Office (Outlook, Excel, Word); ability to learn carrier and agency systems quickly.
- Friendly, dependable, team-oriented attitude with a customer-first mindset.
- Ability to maintain confidentiality and present a professional demeanor at all times.
Why This Role Matters
We serve educators — people who dedicate their lives to helping others. As the Office Manager supporting both retirement planning and property & casualty insurance, you help ensure our teachers, bus drivers, aides, and staff get the timely, compassionate, accurate support they deserve.
Your work directly contributes to the agency’s growth, client satisfaction, and long-term relationships with local schools.
Education Requirements
- High school diploma required.
- Some college experience a plus.
Pay: $15.00 - $20.00 per hour
Expected hours: 20.0 per week
Experience:
- Office: 2 years (Required)
License/Certification:
- Property & Casualty License (Required)
Location:
- Rensselaer, IN 47978 (Preferred)
Work Location: In person
Salary : $15 - $20