Job Description

Posted 1 month ago

Our client is seeking a dependable, organized, and customer-focused Office Assistant / Customer Service Representative to join their insurance agency team. This full-time position is perfect for someone who enjoys helping people, staying organized, and supporting a fast-paced office environment.

No insurance experience? No problem! Our client is willing to train the right candidate and provide support toward obtaining an insurance license, making this an excellent opportunity to start or grow a career in the insurance industry.

Pay & Schedule:

• $18.00–$20.00/hour
• Monday–Friday
• 8:30 AM – 5:00 PM
• Full-Time, Permanent

Position Overview

As an Office Assistant / Customer Service Representative, you’ll play an essential role in the daily operations of the agency by providing exceptional customer service and administrative support. You’ll greet clients, answer questions, assist with policy-related requests, maintain accurate records, and support licensed insurance agents with new business and policy renewals.

This role is ideal for someone with strong communication skills, excellent attention to detail, and a desire to learn and grow within the insurance industry.

Key Responsibilities

Customer Service

• Greet clients professionally in person, by phone, and via email
• Assist customers with billing questions, certificates of insurance, and claims intake
• Respond to basic customer inquiries and route complex questions to licensed agents
• Follow up with clients to ensure questions and concerns are resolved promptly

Administrative Support

• Process incoming and outgoing mail, emails, and documents
• Maintain accurate client files within the agency management system
• Prepare forms, correspondence, and insurance documents
• Perform data entry, scanning, filing, and document organization

Agency Support

• Assist agents with new business submissions and policy renewals
• Collect and verify customer information for quotes and applications
• Perform outbound customer follow-up calls
• Learn basic insurance concepts through on-the-job training
• Assist with policy changes, renewals, and other administrative tasks

Qualifications

• High school diploma or equivalent
• Previous customer service or office experience preferred
• Insurance experience is a plus but not required
• Strong verbal and written communication skills
• Professional phone etiquette and customer-focused attitude
• Excellent organizational skills and attention to detail
• Comfortable using Microsoft Office, email, and computer software
• Ability to multitask, prioritize, and work independently and as part of a team
• Willingness to obtain an insurance license (training and support provided)

Why Join Our Client?

• Monday–Friday schedule with evenings and weekends free
• Paid training and licensing support
• Opportunity to build a long-term career in the insurance industry
• Professional and supportive office environment
• Growth opportunities within the agency
• Competitive pay based on experience

Apply Today!

If you’re looking for a rewarding office career where you can make a difference by helping customers while developing valuable insurance industry skills, apply today for the Office Assistant / Customer Service Representative position!

Apply here

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