CUSTOMER SERVICE REPRESENTATIVE & EXECUTIVE ASSISTANT

Job Description

Job Description

BENEFITS

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION

As a hybrid Customer Service Representative/Executive Assistant with Morgan Sayre – State Farm Agent, you will play a key dual role in supporting both our clients and the agency’s leadership team. You will combine outstanding customer service with strong organizational and administrative skills to ensure smooth office operations and exceptional client experience.

Your responsibilities will range from assisting customers with their insurance needs to providing direct support to the Agent through scheduling, communication, and project coordination. This position is ideal for someone who thrives in a dynamic environment, is highly organized, and enjoys helping others while keeping business operations running efficiently.

RESPONSIBILITIES

Customer Service Representative

• Respond promptly and professionally to customer inquiries.
• Provide accurate policy information and assist with policy changes or billing questions.
• Process claims and follows up with clients to ensure resolution.
• Maintain detailed and accurate customer records in agency systems.
• Identify opportunities for additional coverage and refer leads to licensed team members.
• Manage calendars, appointments, and travel arrangements for the Agent.
• Assist with meeting preparation, including materials, reports, and follow-up actions.
• Support office communications, including drafting correspondence and internal announcements.
• Coordinate special projects, events, and marketing or community outreach activities.
• Maintain organized digital and physical filing systems.
• Assist with vendor management, expense tracking, and general office coordination.

Executive & Administrative Support

QUALIFICATIONS

• Exceptional communication, organizational, and multitasking skills.
• Strong attention to detail and ability to manage competing priorities.
• Customer service experience required; prior administrative or executive assistant experience strongly preferred.
• Proficiency with Microsoft Office and digital scheduling tools.
• Must be self-motivated, dependable, and able to handle confidential information with discretion.
• Insurance license (Property & Casualty and/or Life) preferred or willingness to obtain.

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