Front Desk Insurance Administrator

Job Description

Job Description

Role Overview

We are seeking a professional, high-energy Front Desk Insurance Coordinator to serve as the

primary point of contact for our agency. This role is designed for a detail-oriented individual who

excels in a fast-paced environment and possesses a foundational understanding of insurance

products. You will manage front-office operations and provide vital administrative support to our

production team.

Key Responsibilities

Client Relations: Greet walk-in clients and manage a multi-line phone system with professional

etiquette and a service-oriented mindset.

Inbound Service: Provide initial assistance to clients regarding Property & Casualty (P&C), Life

& Health, or Medicare Supplement inquiries.

Document Management: Maintain absolute attention to detail while processing insurance

applications, endorsements, and ACORD forms to ensure compliance.

Office Operations: Manage the agency calendar, schedule appointments, and coordinate

digital filing and mail distribution.

Policy Support: Intake initial claim information and verify coverage for clients in a timely and

accurate manner.

Required Qualifications

Bilingual Proficiency: Fluent in both English and Spanish, with the ability to explain insurance

concepts clearly in both languages.

Industry Experience: Previous experience or strong working knowledge of P&C, Life & Health,

or Medicare Supplements is required.

Accuracy & Detail: Proven track record of high-accuracy data entry and document processing

(zero-error mindset).

Professionalism: Strong interpersonal skills and the ability to represent the agency

professionally to the community.

Preferred Skills & Certifications

Active Texas General Lines Agent License (P&C or Life, Accident, Health).

Familiarity with Agency Management Systems (AMS) such as Hawksoft