Job Description

Job Description

Job Description

This is an entry-level administrative position that provides essential support to both our personal and commercial lines departments. The role involves a variety of administrative tasks and customer service responsibilities to help ensure smooth daily operations.

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Health Insurance

Dental Insurance

Hands on Training

Retirement Plan

Mon-Fri Schedule

Evenings Off

Costco Membership

• Professionally answer all incoming calls and direct them to the appropriate staff member
• Perform a variety of administrative tasks including typing memos, filing, preparing spreadsheets, and conducting prospect research
• Schedule appointments and meetings for staff and coordinate with clients as needed
• Provide administrative support to the President, Vice President, and Office Manager on various projects
• Complete new Homeowner and Auto insurance quote request forms
• Gather initial client information, prepare request forms, and forward them to the appropriate Customer Service Representative (CSR) for processing
• Return all business-related phone calls within four hours
• Check and respond to all emails daily
• Provide assistance to Personal Lines and Commercial CSRs as needed
• Mail and email insurance policies to clients
• Support the marketing department with outreach and administrative tasks

• Must be fluent in English
• High school diploma required
• Proficiency in Microsoft Word, Excel, and Outlook
• Adaptable, flexible, and takes initiative
• Dependable, punctual, and reliable with a strong work ethic
• Professional attitude and appearance

Skills needed:

• Excellent interpersonal skills - to ensure visitors have good first impressions and feel welcomed.
• Excellent organizational skills
• Excellent communication skills both written and oral
• Technology skills
• Multitasking skills

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