Office Assistant - Personal Insurance

To serve the customer base so extraordinarily that clients tell their friends and family about the agency. By using rapport building and excellent communication skills, this role will work to solve clients problems effectively and efficiently. This includes being the first line of defense on all service items and only passing on the ones that require a licensed agent. Proactively work with the team to relentlessly support the Account Managers.

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Evenings Off

Flexible Spending Account

Professional development and continuing education support

1. Be the first line of defense on answering all phone calls
2. Maintain the office
3. Enter data into agency management system
4. Handle basic billing questions (where to pay, who to pay, what to pay) and pass any higher level questions to an Account Manager.
5. Quickly send Auto ID cards and handle mortgagee clauses.
6. Proactively work with Account Managers to take work from their desks that can be handled within your role.

Organizational Skills: Strong organizational abilities with great attention to detail to manage tasks effectively.

Customer Service Experience: 1 year of prior experience in a customer service role is advantageous.

Interpersonal Skills: Excellent communication and interpersonal skills to build rapport with clients and team members.

Team Player: Ability to collaborate with colleagues and contribute to a positive work environment.

Professionalism: Represent the agency professionally with a positive attitude and customer-oriented approach.

Computer Skills: Proficiency in Microsoft Office suite and other basic computer applications.