Job Details

Job Description

Join a friendly, growing insurance agency who prides themselves on delivering exceptional service and building strong relationships within their community. Currently seeking a reliable, organized, and customer-focused Customer Service/Administrative Assistant to support licensed insurance agents.

If you enjoy helping people, thrive in a fast-paced office environment, and are fluent in both English and Spanish, we would love to meet you!

Key Responsibilities

• Customer Support: Greet and assist clients in person and over the phone with excellent service in both English and Spanish.
• Communication Management: Answer incoming calls, direct inquiries appropriately, and manage incoming/outgoing mail and email correspondence.
• Documentation & Filing: Prepare, organize, and file client documents accurately.
• Policy & Agent Support: Assist agents with daily administrative tasks, policy servicing, applications, and paperwork.
• Data Entry: Maintain up-to-date and accurate client information in our system.
• Office Coordination: Keep the office environment professional, organized, and welcoming.

Job Requirements

Qualifications

• Bilingual: High proficiency in spoken and written English and Spanish (Required).
• Experience: Previous administrative, receptionist, or customer service experience required.
• Tech Skills: Proficient with Microsoft Office Suite (Word, Outlook, Excel) and general computer applications.
• Core Competencies: Strong organizational skills, keen attention to detail, and the ability to multitask effectively.
• Attributes: Positive attitude, dependable, professional, and possesses excellent communication skills.

Additional Information

What this Client Offers:

• A friendly, positive, and supportive work environment
• Hands-on opportunity to learn and grow within the insurance industry
• Stable, full-time employment
• Paid holidays and additional benefits [insert specific benefits here, e.g., PTO, health insurance] for the candidate who successfully completes the contract period.

Additional:

Monday - Friday, from 9:00 a.m. - 5:00 p.m. (with lunch break)

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