Administrative Assistant

Country Financial - Fraser Agency; North Liberty (IA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Life Insurance

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Country Financial Fraser Agency in North Liberty seeks an Administrative Assistant to be the friendly face and vital link keeping the office running smoothly. You will assist agents, manage client records, and organize documents for accurate policy materials.

If you are organized, enjoy a warm team environment, and take pride in precise administrative work, you will fit in and have growth opportunities within the North Liberty community.

Qualifications

• Prior experience in administrative/office support.
• Proficient with Microsoft Office Suite and general computer navigation.
• Clear and professional verbal and written communication skills.
• Demonstrated ability to organize files, manage schedules, and multitask.
• High school diploma or equivalent; familiarity with insurance terminology is a bonus.

Responsibilities

• Greeting clients and ensuring they feel welcome and valued.
• Managing daily office flow: phones, mail, inquiries.
• Assisting insurance representatives with preparing policy documents and client records.
• Handling client billing questions and processing payments with accuracy.
• Maintaining office supplies and a comfortable environment for staff and guests.
• Supporting the team with special projects and outreach in the North Liberty community.

Skills

Administrative experience

Microsoft Office Suite

Communication skills

Organization & multitasking

Education

High school diploma or equivalent

Tools

Agency management software

CRM/Client records systems

Job description

Job Description

At the Country Financial Fraser Agency in North Liberty, we believe that the strength of our service comes from the care we put into every interaction. We aren't just selling insurance policies; we are helping our neighbors protect what matters most to them. As our new Administrative Assistant, you will be the friendly face and the helpful voice that keeps our office running smoothly. You will be at the heart of our daily operations, acting as the bridge between our agents and the people we serve. We are looking for someone who finds joy in being organized, values a warm atmosphere, and takes pride in making sure everything is handled with precision. If you are someone who enjoys a collaborative environment, likes to solve problems, and wants to work in a place where your contribution genuinely helps others, you will fit right in here. We are excited to welcome someone who wants to grow with us and help maintain the high standard of service our clients have come to expect from our agency.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Life Insurance
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

Greeting clients as they walk through our doors and ensuring they feel welcome and valued from the moment they arrive.

Managing the daily flow of the office, including answering phones, sorting mail, and responding to general inquiries.

Assisting our insurance representatives with preparing policy documents, maintaining client records, and organizing application materials.

Handling client billing questions and processing payments with accuracy and care.

Maintaining our office supplies and environment to ensure a comfortable space for our team and visitors.

Supporting the team with special projects, event planning, and outreach initiatives within the North Liberty community.

Requirements

Prior experience in an administrative or office support role.

Strong proficiency in Microsoft Office Suite and general computer navigation.

Clear and professional verbal and written communication skills.

Demonstrated ability to organize files, manage schedules, and handle multiple tasks simultaneously.

High school diploma or equivalent.

Familiarity with insurance industry terminology or agency management software is a bonus.