ADMINISTRATIVE ASSISTANT

We are seeking a detail-oriented and highly organized Office Assistant to join our
insurance agency. The ideal candidate will provide administrative support, ensure
smooth office operations, and assist with client interactions. This role requires
excellent communication skills, multitasking abilities, and a commitment to
providing exceptional service.
Key Responsibilities:
?Administrative Support:
o Answer phones, direct calls, and respond to client inquiries promptly.
o Manage email correspondence and maintain organized records of
communications.
o Schedule and coordinate meetings, appointments, and follow-ups.
o Maintain an organized filing system for both physical and digital
records.
o Prepare, proofread, and distribute reports, forms, and documentation.
o Coordinate with vendors for office equipment maintenance when
needed.
?Client Interaction:
o Greet clients and visitors with professionalism and a friendly
demeanor.
o Assist clients with completing necessary paperwork and gathering
required documentation.
o Provide support in processing policy applications, renewals, and
updates.
?Insurance Support:
o Input client data and policy information into agency management
systems.
o Follow up on pending claims, policy updates, and documentation
requests.
o Provide support for marketing efforts, including preparing materials
for client outreach.