Client Service & Agency Operations Assistant

Farmers Insurance - Jonathan Quinonez

Job Description

Location: Norman, Oklahoma In Office

Schedule: MondayFriday 1pm - 6pm

Job Description

Quinez Agencies is looking for a bilingual English/Spanish Client Service & Agency Operations Assistant to join our growing insurance agency in Norman, Oklahoma.

This is an in-office position focused on client service, administrative support, follow-up, and keeping the agency running smoothly during the afternoon and early evening.

The ideal candidate is friendly, organized, dependable, proactive, and comfortable communicating with both English- and Spanish-speaking clients.

You will be an important point of contact for our clients when our agents are busy assisting customers, quoting insurance, or away from the office.

This is intended to be a long-term opportunity for the right person as the agency continues to grow.

Benefits

Hourly Base Salary + Bonus Opportunities

Career Growth Opportunities

Flexible Schedule

Mon-Fri Schedule

Responsibilities

Answer incoming phone calls and assist clients
Greet clients who visit the office
Communicate with clients in both English and Spanish
Schedule appointments and callbacks
Follow up with clients for documents and information
Assist with onboarding new clients
Track outstanding tasks and follow-ups
Update CRM and client records
Organize documents and administrative files
Follow up on pending quotes and applications
Help clients with basic service requests
Identify opportunities for additional insurance needs and communicate them to the licensed agent
Request referrals and assist with client follow-up
Keep daily tasks organized and ensure nothing falls through the cracks
Provide general administrative and operational support
Escalate questions requiring a licensed insurance professional

Requirements

We're looking for someone who:

Is fluent in English and Spanish (Beneficial)
Has excellent verbal and written communication skills
Enjoys helping people
Is professional and friendly
Is highly organized and detail-oriented
Can multitask in a fast-paced office
Takes initiative and doesn't wait to be told about every task
Is dependable and punctual
Can work independently
Is comfortable using computers and learning new systems
Has strong follow-through
Is comfortable speaking with customers by phone and in person

Apply

Vacancy posted 19 days ago

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