Bill Weissert Insurance Agency

The Office Secretary plays a vital role in ensuring smooth office operations by providing excellent customer service, managing administrative tasks, and maintaining a clean and organized workspace. Reporting directly to the office manager, this position supports the team through effective appointment scheduling, accurate data entry, billing support, and general office upkeep. This fixed-scope role offers flexible scheduling, primarily working 9-4 Monday through Thursday, with extended hours during peak seasons.

Responsibilities

• Answer phones and handle billing inquiries
• Schedule appointments efficiently
• Enter client information and maintain filing systems, including Excel spreadsheets
• Process orders and replacement cards
• Fax and forward client information as needed
• Maintain cleanliness of office areas including vacuuming, dusting, and kitchen upkeep
• Manage supply room inventory

Preferred Qualifications

• Entry-level experience in office administration
• High School Diploma or equivalent
• Proficiency with Microsoft Excel
• Strong customer service and communication skills
• Attention to detail and ability to multitask
• Effective time management and record keeping skills