We are seeking a highly organized and detail-oriented bilingual (English/Spanish) assistant to join our insurance agency. This role involves working directly with clients, supporting agents, and ensuring smooth daily operations.
Responsibilities and Essential Duties:
Greet and assist clients in person and over the phone.
Collect and organize client information for insurance quotes and policy servicing.
Provide administrative support: answer calls, schedule appointments, manage emails, scan, copy, and file documents.
Enter client data into our agency management system accurately.
Assist agents with policy applications, renewals, and follow-up with clients and insurance carriers.
Maintain organized and accurate client files.
Prepare and send required documents to clients and carriers in a timely manner.
Perform other office duties as needed.
Qualifications
Education:
High school diploma or equivalent (Associate’s degree a plus).
Experience:
Minimum 1 year in an office, customer service, or administrative role (insurance experience preferred but not required).
Skills:
Bilingual – English & Spanish (Required).
Excellent organization and time management skills.
Strong attention to detail.
Respect for client confidentiality.
Ability to work independently with minimal supervision.
Proficient in Microsoft Word, Excel, and Outlook.
Comfortable using office equipment (scanner, copier, label maker).
Strong written and verbal communication skills in both English and Spanish.
Valid driver’s license and reliable transportation.
Special Requirements:
Must provide 2 references from previous employers.
Schedule:
Full-Time: Monday–Friday, 9:00am–5:30pm
Part-Time: Monday–Friday, 10:00am–4:00pm
Pay: $15 - $20 per hour (based on experience)
Benefits: for full-time employees