The Insurance Guy is Hiring: Office Associate!

Key Responsibilities:

• Greet clients in person, over the phone, or via email and direct them appropriately
• Assist with basic customer inquiries regarding policies, payments, and quotes (under supervision)
• Schedule appointments and follow up with clients
• Maintain and update client records in the agency’s system (CRM)
• Upkeep all social media accounts for the company
• Process & organize paperwork such as applications, claims forms, and policy updates
• Ensure the office remains organized and professional at all times

Skills & Qualifications:

• Strong communication and customer service skills
• Basic computer proficiency (Microsoft Office, email, CRM systems)
• Attention to detail and organizational skills
• Ability to multitask and work in a fast-paced environment
• Willingness to learn insurance products and processes

Growth Opportunity:

This role can lead to advancement into positions such as licensed insurance agent, customer service representative, or account manager with additional training and licensing.