What are the responsibilities and job description for the Administrative Assistant / Customer Service Representative (CSR) position at Legacy Lines Insurance and Financial?
Location: Boulder City, NV (In-Office)
Company: Legacy Lines Insurance & Financial
About Us:
Legacy Lines Insurance is a locally owned, family-run independent insurance agency dedicated to providing personalized coverage and exceptional service to our clients. We believe in building lasting relationships, simplifying insurance, and making every customer feel valued and protected.
Position Overview:
We are seeking a highly organized and dependable Administrative Assistant / CSR to support our team and help keep daily operations running smoothly. This role is ideal for someone who enjoys a mix of administrative work and customer interaction, thrives in a structured environment, and takes pride in staying organized and efficient.
Key Responsibilities:
- Manage incoming emails and assist in keeping the agency inbox organized.
- Answer phone calls and direct or assist clients as needed.
- Process basic service requests such as policy changes, certificates, and proof of insurance.
- Organize and maintain client files and documentation.
- Create and track tasks within the agency management system.
- Assist with data entry, follow-ups, and general administrative support.
- Support agents and CSRs with day-to-day workflow and client needs.
- Help ensure all client requests are handled promptly and accurately.
Qualifications:
- Prior administrative or customer service experience preferred.
- Strong organizational and time-management skills.
- Excellent communication and interpersonal skills.
- High attention to detail and ability to follow processes.
- Comfortable working with computers and learning new systems.
- Ability to multitask and work efficiently in a team environment.
- Nevada Property & Casualty License (preferred or must be obtained within 90 days of hire).
What We Offer:
- Competitive hourly pay based on experience.
- Paid holidays.
- Opportunities for growth within the agency.
- Supportive, team-oriented work environment.
How to Apply:
- Send your resume and cover letter to agency@legacylinesins.com with the subject line “Admin/CSR Application – [Your Name]”.