Administrative Assistant

Job Description

Job Description

We are seeking a highly organized and professional Administrative Assistant for our insurance office. The ideal candidate will provide excellent customer service, support day-to-day office operations, and assist with policy and documentation needs. Candidates must hold a valid insurance license or be willing to obtain one with our training and support.

Responsibilities

• Greet clients and answer phone calls professionally and courteously
• Support insurance producers with administrative tasks and client communication
• Enter and update policy information in agency systems accurately
• Prepare and process documentation for new business, renewals, endorsements, and cancellations
• Assist with scheduling appointments and managing calendars
• Maintain accurate records and complete required paperwork
• Support billing, payments, and documentation follow-ups as needed
• Perform general office duties to ensure smooth workflows

Required Qualifications

• Must hold a valid insurance license or willingness to obtain one with provided training
• If no license, we will train and help you obtain one.
• High school diploma or GED certificate
• 1+ years of administrative assistant experience preferred
• Strong communication skills via phone, email, and in person
• Detail-oriented with ability to manage multiple tasks and deadlines
• Proficient in Microsoft Office and Google Workspace
• Fast, proficient, and accurate typist
• Professional demeanor and self-starter attitude

Preferred Qualifications

• Prior office or customer service experience
• Experience with office workflows

Benefits

• Paid time off (PTO)
• Retirement plan (401k, etc.)
• Support for training and licensing
• Career growth opportunities

Our team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams .
We help customers with their insurance needs including Auto, home, life and health insurance.

Company Description

Our team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams .\r\nWe help customers with their insurance needs including Auto, home, life and health insurance.