Receptionist/Administrative Assistant

March 19, 2025

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Job Description

We are looking for a competent Administrative Assistant/Receptionist to help with the organization and running of the daily administrative operations of our insurance agency. The ideal candidate will be a hard-working professional able to undertake a variety of office support tasks and work diligently under pressure. This person will be comfortable working with a high degree of attention to detail and discretion as well as incorporating new and effective ways to achieve better results. Most of all, we are looking for a candidate with a heart of service.

Responsibilities
• Manage incoming calls
• Identify and assess customers’ needs to achieve satisfaction
• Provide accurate, valid and complete information by using the right methods/tools
• Keep records of customer interactions, process customer accounts and file documents (mostly digital)
• Follow communication procedures, guidelines and policies
• Take the extra mile to engage customers

Skills
• Proven experience as a back-office assistant, office assistant, or in another relevant administrative role
• Must be proficient in typing
• Working knowledge of office equipment
• Thorough understanding of office management procedures
• Excellent organizational and time management skills
• Analytical abilities and aptitude in problem-solving
• Excellent written and verbal communication skills
• Proficiency in MS Office, Outlook, Excel
• Familiarity with CRM systems and practices
• Insurance license is not mandatory, but extremely helpful
• Ability to pass insurance exam within six months of hire

Benefit Conditions:
• Waiting period may apply
• Only full-time employees eligible

This Job Is:
• A job for which military experienced candidates are encouraged to apply
• Open to applicants who do not have a high school diploma/GED
• Open to applicants who do not have a college diploma

Work Remotely
• No

Job Type: Full-time

Pay: $29,000.00 – $34,500.00 per year

Benefits:
• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:
• Monday to Friday

Education:
• High school or equivalent (Required)

Experience:
• Microsoft Office: 2 years (Required)
• Customer Service: 2 years (Required)

License/Certification:
• Insurance Producer License (Preferred)

Work Location: In person

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