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Insurance Assistant Jobs in Happy Valley, OR (NOW HIRING)

Pickett Insurance Agency

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Insurance Customer Service Representative

Vancouver, WA · On-site

$39K - $42.90K/yr

Send ID cards and assist with basic policy service requests * Collect, verify, and update client ... Insurance experience is preferred, but not required * Bilingual candidates are encouraged to apply ...

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Insurance Assistant information

See Happy Valley, OR salary details

$14

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$30

How much do insurance assistant jobs pay per hour?

As of May 28, 2026, the average hourly pay for insurance assistant in Happy Valley, OR is $21.16, according to ZipRecruiter salary data. Most workers in this role earn between $17.50 and $23.99 per hour, depending on experience, location, and employer.

What Does an Insurance Assistant Do?

An insurance assistant performs administrative tasks for an insurance agent. Their job duties include handling customer phone calls, producing reports for the agent, reviewing insurance applications for accuracy, and helping customers file new claims. Qualifications for an insurance assistant typically include a high school diploma, although some employers may prefer post-secondary education. People in this administrative position are often gaining experience and skills to pursue a career as an insurance agent.

What are the key skills and qualifications needed to thrive as an Insurance Assistant, and why are they important?

To thrive as an Insurance Assistant, you need strong organizational skills, attention to detail, and a basic understanding of insurance products, often supported by a high school diploma or relevant coursework. Familiarity with insurance management software, Microsoft Office Suite, and document processing systems is typically required. Excellent communication, customer service, and multitasking abilities set top performers apart. These skills ensure efficient processing of policies, accurate record-keeping, and effective support for agents and clients in a fast-paced environment.

What are some common challenges faced by Insurance Assistants, and how can they be addressed?

Insurance Assistants often manage a high volume of administrative tasks, such as processing claims, handling client inquiries, and maintaining policy records, which can be challenging during peak periods. Effective time management and strong organizational skills are key to staying on top of deadlines and ensuring accuracy. Collaborating closely with underwriters, agents, and other team members also helps streamline workflows and resolve any complex issues quickly. Adopting digital tools and staying updated on industry regulations can further enhance efficiency and job satisfaction.

What are Insurance Assistants?

Insurance Assistants are administrative professionals who support insurance agents, brokers, or underwriters in their daily tasks. Their responsibilities often include processing paperwork, answering client inquiries, handling claims documentation, updating records, and assisting with policy renewals. They play a vital role in ensuring that insurance operations run smoothly and efficiently, providing both customer service and organizational support. Insurance Assistants may work in various settings, such as insurance agencies, brokerages, or corporate insurance departments.

What is the difference between Insurance Assistant vs Insurance Agent?

AspectInsurance AssistantInsurance Agent
CredentialsTypically no licensing required, but some roles may need basic insurance knowledgeRequires state licensing and certification to sell insurance products
Work EnvironmentOffice setting, supporting insurance teams and handling administrative tasksClient-facing, sales-oriented, often working in the field or office
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance agencies, brokerages, independent agents
Common Search & ComparisonAdministrative support, customer service, insurance documentationSales, policy selling, client consultations

In summary, an Insurance Assistant primarily handles administrative and support tasks within insurance companies or agencies, often without licensing requirements. An Insurance Agent, on the other hand, is licensed to sell insurance policies directly to clients and focuses on sales and client relationships. Both roles are essential in the insurance industry but serve different functions.

More about Insurance Assistant jobs
What are the most commonly searched types of Insurance jobs in Happy Valley, OR? The most popular types of Insurance jobs in Happy Valley, OR are:
What are popular job titles related to Insurance Assistant jobs in Happy Valley, OR? For Insurance Assistant jobs in Happy Valley, OR, the most frequently searched job titles are:
What cities near Happy Valley, OR are hiring for Insurance Assistant jobs? Cities near Happy Valley, OR with the most Insurance Assistant job openings:
Insurance Assistant jobs near you
Infographic showing various Insurance Assistant job openings in Happy Valley, OR as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $44,017 per year, or $21.2 per hour.
COMMUNITY INSURANCE ASSISTANT

COMMUNITY INSURANCE ASSISTANT

The Management Trust

Tualatin, OR • On-site

$18.27 - $23.08/hr

Full-time

Posted 9 days ago

Job description

The Management Trust
Position Title: Community Insurance Assistant
Location: Portland, ORReporting To: Director of Insurance ServicesStatus: Non-Exempt, Full-TimeSalary: $18.27 - $23.08/Hourly DOE
COMPANY PROFILE:
The Management Trust is a professional community association management company. We utilize a vast array of skills, experience, licensing, and education to support our community association clients. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team.
EMPLOYEE OWNER POSITION PURPOSE:
As the Community Insurance Assistant, you are responsible for supporting the Insurance Department in all professional services. Your focus is to ensure data integrity, communicate professionally with internal and external departments, and timely deliver requested documents. This role requires attention to detail, strong communication skills and a willingness to understand the uniqueness of community. As a community insurance support specialist, this person will be responsible for daily mail pick up and processing. Invoices must be processed specifically according to the detailed process manual in a timely manner, every business day. The person in this role will interface daily with the Insurance Team, and many departments throughout The Management Trust. Professional, friendly, and clear communication is integral to the success of this role. Qualified individuals will have a desire to seek additional departmental learning opportunities, be eager to help others, promptly meet due dates and deadlines, be comfortable navigating multiple systems, and should enjoy data entry. The successful candidate must multitask, prioritize, transition between multiple tasks, and seek to deliver a high-quality customer experience.
JOB DUTIES AND RESPONSIBILITIES:
  • Pick up Insurance mail daily from the Insurance PO Box
  • Sort and process mail, scan insurance invoices timely and send them to the appropriate Accounts Payable team
  • Prioritize Notices of Cancellations or Late Payment Notices and work with accounts payable and CAM to oversee payment process
  • Upload insurance policies, certificates, endorsements, and policy notices into appropriate systems and folders
  • Input insurance policy data into appropriate systems
  • Support Insurance Team with record keeping
  • Interface with CAMs, Accounting Department, and Insurance Brokers
  • Request policies from agency of record, support critical renewal timeline procedures
  • Handle customer insurance certificate and policy inquiries
  • Clearly communicate status updates and delays to provide transparency to all parties involved
  • Offer customer excellence to ensure both internal and external client impression of the department is positive
  • Recommend process improvements and automation opportunities when identified
  • Retain and on-going knowledge of the primary system of record for Community Management
  • Other duties and special projects as assigned

QUALIFICATIONS:
  • 2+ years customer service experience
  • 2+ years data entry experience
  • High degree of attention to detail and accuracy
  • Strong problem solving and analytical skills
  • Solid organization and time management skills
  • Ability to work independently while managing multiple responsibilities (i.e. self-starter/self-motivated)
  • Excellent written and verbal communication
  • Must be a team player
  • Ability to manage workflow amid shifting priorities
  • Willing to learn Company process and procedures, and learn/use proprietary software
  • Adaptable and dependable with a solid attendance record
  • Professional and respectful demeanor with all internal and external customers at all times

SPECIAL POSITION REQUIREMENTS:
  • Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy
  • Must be willing to learn insurance concepts and obtain additional training/licensure coursework

ESSENTIAL FUNCTIONS:
  • Use standard office equipment, including: computer, phone, copier/scanner, etc.
  • Be stationary for periods of time
  • Relocate up to (25) pounds
  • Travel to and from offsite meetings

SUPERVISES OTHERS? IF SO, LIST:
  • No

SCHEDULE & TRAVEL:
  • Monday-Friday, standard hours 8am-5pm, flexible office hours approved by supervisor.
  • This position will be in-person in Portland, and will not have designated WFH days, unless approved by supervisor.

The Management Trust is an Equal Opportunity employer. We celebrate and support diversity.
TMT reserves the right to modify this job description at any time based on business need.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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