Front Desk Insurance Administrator
Greer & Associates Inc
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
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