Administrative Assistant

Job Description

Job Description

We are looking for an Administrative Assistant to support a busy insurance office in California. This Long-term Contract position is fully onsite and focuses on delivering responsive service to clients while keeping daily office operations organized and efficient. The role is well suited for someone with insurance experience who can balance customer interaction, documentation, and administrative coordination with accuracy and care.

Responsibilities:
• Greet clients in person and manage incoming phone calls, providing helpful and detail-oriented support for routine questions and service needs.
• Handle day-to-day policy servicing tasks for existing customers, ensuring requests are addressed promptly and accurately.
• Receive insurance payments, issue appropriate documentation, and maintain accurate transaction records.
• Track outstanding items such as forms, signatures, premium payments, and underwriting requests to help keep policies moving forward.
• Provide administrative support to licensed insurance staff by organizing paperwork, updating records, and assisting with daily office activities.
• Process permitted insurance-related transactions in accordance with an active California insurance license and established office guidelines.
• Perform data entry and general clerical work to maintain complete, current, and well-organized client files.

• Current California insurance license required.

• At least 2 years of experience in insurance customer service, administrative support, or a similar office-based role.

• Strong verbal and written communication skills with a customer-focused approach.

• Ability to manage policy paperwork, client payments, and service requests with a high level of accuracy.

• Comfortable working in a fully onsite office environment and assisting both walk-in clients and callers.

• Well-organized, dependable, and attentive to detail in a fast-paced setting.

• Proficiency with administrative tasks such as data entry, document handling, and front desk support.

For immediate consideration please call View phone number on us.fitly.work