Position Summary

We are seeking a dynamic and motivated individual to join our team as an Administrative Assistant. This role is crucial in supporting our insurance sales team in their efforts to acquire and retain clients, as well as ensuring smooth operations within the insurance agency. The ideal candidate will possess excellent bilingual communication skills, attention to detail, and a strong customer service orientation.

Essential Duties and Responsibilities

• Sales Support: Requote and rewrite existing client's current insurance policies to maintain the most competitive products and rates.
• Client Support: Provide assistance to clients by answering inquiries, explaining insurance policies, and assisting with policy adjustments or changes.
• Policy Management: Handle policy renewals, cancellations, and endorsements, ensuring accuracy and compliance with company policies and regulations.
• Documentation: Prepare and organize documentation related to insurance policies and client communications
• Customer Relations: Build and maintain strong relationships with clients by providing exceptional customer service and addressing any concerns or issues promptly.
• Team Collaboration: Work closely with other members of the insurance agency to achieve sales targets, resolve challenges, and improve processes.

Knowledge, Skills, and Abilities

• Excellent verbal and written communication skills.
• Strong organizational and administrative skills and attention to detail.
• Customer-focused mindset with a dedication to providing exceptional service.
• Patient problem-solving Customer service skills.
• Computer proficiency with applications such as MS Office.
• Ability to multitask and prioritize tasks effectively.
• Ability to work well with others.
• Self-motivated and focus.
• Flexible and open to change.

Education & Experience

• Education: High school diploma or equivalent. Additional certification in insurance or related field is a plus.
• Experience: Prior experience in insurance sales, customer service, or administrative roles preferred.
• Knowledge: Familiarity with insurance products, terminology, and industry regulations is beneficial.
• Team Player: Ability to work collaboratively in a fast-paced environment and contribute to the success of the team.
• Adaptability: Willingness to learn and adapt to changes in procedures, products, or regulations.
• Ethics: Commitment to maintaining confidentiality, integrity, and ethical conduct in all interactions and transactions.
• Bilingual – English / Spanish