Agency Office Manager

Job Description
As an Agency Office Assistant, you will serve as the first point of contact for clients and staff, ensuring smooth operations so our financial professionals can focus on serving clients.

Benefits

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Commission Potential

Supportive Environment

Office Lunch Celebrations

Small Office Culture

Responsibilities

Provide administrative support to insurance agents and office staff.

Handle incoming calls, emails, and client inquiries professionally and promptly.

Prepare and process insurance documents, applications, and renewals.

Maintain and update client records and databases.

Schedule appointments and manage calendars for insurance agents.

Assist with billing, payments, and policy changes.

Ensure compliance with company policies and industry regulations.

Coordinate communication between clients, agents, and insurance carriers.

Perform general office duties such as filing, scanning, and data entry.

Licensed Assistants may hold insurance review meetings with clients to assist or in the absence of the agent.

Requirements

High school diploma or equivalent; associate or bachelor’s degree preferred.

Previous experience in an administrative or insurance-related role is a plus.

Strong organizational and time-management skills.

Excellent verbal and written communication abilities.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Ability to handle confidential information with discretion.

Customer service-oriented mindset.

Preferred Skills

Familiarity with insurance software and CRM systems.

Knowledge of insurance terminology and processes.

Ability to work independently and as part of a team.

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