Admin Assistant / Customer Service Representative

The ideal Assistant will be a self-starter to assist Account Managers and CEO with account servicing and sales. The key function of this role is to provide the highest quality service to customers while growing their insurance knowledge and skills in the business. The Assistant will be the day-to-day link between the insurance carriers and assigned accounts within the agency.

This is a great opportunity for those with experience in medical billing and assistance, paralegals, or other similar customer-facing work requiring high levels of detail and accountability. Take advantage of the opportunity to grow your career and obtain Property and Casualty Insurance License (company paid) within your first year. On the job training provided!

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Health Insurance

Dental Insurance

Hands on Training

Evenings Off

Mon-Fri Schedule

Retirement Plan

Costco Membership

• Answer phone calls to existing and potential clients and maintain consistent and quality service to customers.
• Respond to customers - billing questions, generating invoices, and assisting with payments.
• Provide assistance to the President for Customer Service, marketing, and other special projects
• Help agents prepare paperwork for quoting new business, obtaining reports and quotes
• Assist claims reporting between customers and carriers, and ensure accurate and complete documentation in agency records
• Assist in processing client payments, and billing questions
• Manage documents and file storage (paper and in electronic client database)
• Maintain agency digital files (EPIC) accurately, with consistent documentation of calls, emails, and other notes and attachments, following all agency and carrier procedures.
• Other duties as assigned.

• Previous office experience
• Strong communication, organizational, and time management skills.
• Interpersonal, analytical, and problem-solving abilities.
• Ability to multitask.
• Proficiency in Microsoft Word, Excel and Outlook
• High school diploma or GED
• Agency Management System, CRM, or other paperless computer system