Licensed Insurance Assistant (Property & Casualty)

Job Description

Job Description

**Company:** Gresham Insurance Agency LLC

**Location:** Clackamas, Oregon (In-Person, Hybrid, or Remote opportunities available)

**Employment Type:** Part-Time (10-15 hours per week)

**Compensation:** $17.00 - $20.00 per hour (Depending on Experience)

## About Us

Gresham Insurance Agency LLC is a dedicated, client-focused agency committed to providing top-tier insurance solutions. We are looking for a detail-oriented, energetic, and licensed bilingual (English/Spanish-preferred, not required), Insurance Assistant to join our team part-time. If you are organized, love helping people, and have a solid foundation in insurance, we want to hear from you!

## Job Summary

As an Insurance Assistant, you will play a crucial role in supporting our daily operations, servicing accounts, and ensuring our clients receive exceptional service. This role requires a blend of administrative excellence, strong data management skills, and the ability to communicate fluently with our diverse client base.

## Location & Workplace Flexibility

* **Residency Requirement:** Candidates **must be located in the state of Oregon**.

* **Work Arrangements:** We offer flexible options to fit your lifestyle! This position is open to **In-Person**, **Hybrid**, or **Fully Remote** setups for the right candidate.

## Key Responsibilities

* **Account Support:** Assist with servicing both **Personal Lines** and **Commercial Lines** insurance accounts.

* **Client Communication:** Answer incoming inquiries, appointment setting, servicing existing book of business, make follow-up calls, and assist clients in both English and Spanish.

* **Data & Reporting:** Maintain spreadsheets, organize client data, and track renewals using advanced Excel functions.

* **Administrative Tasks:** Process policy changes, handle documentation, and support agents to ensure smooth daily operations.

## Required Qualifications & Skills

* **Experience:** Proven experience working in the insurance industry, with direct exposure to both **Personal Lines and Commercial Lines**.

* **Language:** Fully **Bilingual (English and Spanish)** is preferred but not required. You must be comfortable speaking, reading, and writing in both languages to assist clients effectively.

* **Technical Skills:** **Full knowledge of Microsoft Excel** (e.g., managing formulas, sorting data, and formatting spreadsheets efficiently).

* **Traits:** Strong organizational skills, excellent attention to detail, and a professional phone demeanor.

## Schedule & Benefits

* **Hours:** Flexible part-time schedule consisting of **10 to 15 hours per week**.

* **Pay:** Competitive hourly rate between $17.00 - $20.00/hour, matched to your level of experience.

> **To Apply:** Please submit your resume highlighting your insurance experience, location within Oregon, and appointment setting proficiency.