Administrative Office Assistant Basic For Insurance Agency

Processing of forms, following up with clients and insurance carriers to gather information and submit the same. updating our CRM system as well carrier systems upon changes to policies.

Full-time permanent position for the right candidate at a small and growing insurance (and some real estate work) agency. You will be working directly with a key manager and owner.

Administrative and data entry work to include filling out forms, responding to email and other tasks that require exacting attention to detail. Within this process, customer interaction via email and/or phone is common so fantastic English skills is a must. Previous call center experience is helpful.

Position includes the usual and typical administrative work for insurance and soon to include real estate, albeit that’s not a focus at this time. Lots of variety though, so it won't be the same boring data entry thing day after day. Perhaps the best way I can describe the position is it’s designed to remove paperwork from my (and other agents) workload, creating greater efficiency. As an agent, I want to focus my time on clients and finding new clients, not processing paperwork and forms, which is absolutely essential, however, doesn’t require the same skillset.

QuickBooks knowledge very helpful, not required.

This position requires the ability to work during the hours of 9 am to 4 pm CST (GMT -6) and shifts twice a year due to "daylight savings time". Some Saturdays may be required, but not likely many per year (more often available if desired).
The work is highly monitored. Because we sometimes work with sensitive information, you will work with remote desktop software, controlling a monitored computer in our home office. The upside is your computer will only need to control another computer, and if you need help, you can usually get assistance immediately.

Rock solid internet that can support business class phone calls and a quiet environment are minimum requirements. I can't stress this requirement enough. One of the first things we'll test for is the quality of internet service and expect the interview to use our VoIP system. If your internet goes down two or three, or more times every month, it will turn into a problem most likely.

That said, a candidate looking for something “easy” and doesn’t require a great deal of concentration and thought, isn’t going to find success here. Once trained, the expectation is total focus and have attention to detail. An appropriate place and location is mandatory. While I understand it’s a challenge for many, ANY background sound including radios, TVs, machinery, pets, etc. will not be acceptable as it will cause a distraction to others (we use continuous Skype to communicate with each other, as well as when calls need to be made, which is relatively often once trained in). As part of our attention to detail requirements, I ask applicants include the word boisterous with the application to help me focus on those most serious and with the highest attention to the smallest detail. Please also be sure to include your resume and compensation history for the last 24 months.

Because we know working with the right equipment makes life easier and less stressful, after the trial period, a computer that can support two monitors and two monitors is required and mandatory to receive the next pay level.

Software used includes insurance rating applications, Windows 10 PRO (likely required to enable multiple monitors), SuiteCRM, Microsoft Office, Gmail, PDF editors, Chrome, Internet explorer, Thunderbird email, other online software.

Social media and other postings include Facebook, Twitter, Craigslist, Indeed (not currently a big part of the position).


We offer a starting pay of $4 per hour for first 90 days, $6 per hour for the next 12 months (with dual monitor ability), and annual reviews and raises based on performance and skills. We have two compensation schedules to allow greater flexibility in hours worked. Once fully trained, which takes about 9-12 months, the staff member may (at your discretion) transition from 9am - 3pm Chicago time to 4PM to 11:30PM Chicago.

You have choices in where you apply and agree to work and not all employers are the same. You may find it helpful to know I’m not new to working with virtual assistants, and in the last 10 years I’ve had a total of three VAs, and the third person is still working here (we’re growing and require more help), so you can see I don’t have a large turnover of people and every tea ---------- mber is treated with the highest levels of ---------- other words, if you want to work at a place with a desire and hope you will be a tea ---------- mber for years with growing responsibility and compensation, this is the right place. If you work here, you can always expect to be treated with the utmost respect and it is our objective and goal to have every tea ---------- mber viewed as a valuable asset and important member of our staff.