Agent Assistant

Stieber Insurance Group; Houston (TX); On-site; USD 21,000 - 34,000; Full time

Job summary

Stieber Insurance Group is seeking an Agent Assistant to support our insurance agents with daily administrative tasks at our Richmond, TX office. You will manage client files, prepare documents, schedule appointments, and ensure accurate records in our agency system.

The role involves handling client inquiries and assisting with billing and proposals. Ideal candidates have strong communication, reliable organization, and familiarity with office software.

Qualifications

• Clear verbal and written communication with clients and colleagues.
• Organize files, manage calendars, and handle documentation accurately.
• Provide professional customer service and responsive support to clients.
• Research carrier options and policy details to support proposals.
• Learn new agency software quickly and apply it to daily tasks.
• Demonstrate reliability and attention to detail in every task.

Responsibilities

• Prepare documents and maintain client files in the agency system.
• Schedule appointments and coordinate internal communications.
• Answer client inquiries and assist with billing questions.
• Support onboarding of new clients and training activities as needed.

Skills

Strong Communication

Administrative Assistance

Customer Service

Research Skills

Office Software Proficiency

Attention to Detail

Education

High School Diploma

Tools

Agency management systems

Microsoft Excel

Email / Scheduling tools

Job description

Company Description

Stieber Insurance Group, LLC is an independent, full-service insurance agency serving clients across Texas. Family owned and operated since 1983, the agency is deeply rooted in the local community and committed to building long-term relationships. Team members benefit from working in a collaborative environment that values diverse educational backgrounds, experiences, and perspectives. The company focuses on providing personalized insurance solutions while maintaining a professional and supportive workplace. Applicants can expect a stable, growth-oriented organization that encourages contribution and development.

Role Description

The Agent Assistant is a full-time, on-site role based in Richmond, TX. This position supports insurance agents with daily administrative tasks such as preparing documents, managing client files, scheduling appointments, and maintaining accurate records in agency systems. The role includes responding to client inquiries, assisting with billing inquiries, and providing follow-up communications to ensure high-quality customer service. The Agent Assistant may conduct basic research on insurance products, carriers, and coverage options to help agents prepare proposals and quotes. Additional responsibilities can include helping with client onboarding, supporting training activities, and coordinating internal communication to keep the team informed and organized.

Qualifications

• Strong Communication skills, including clear verbal and written interaction with clients and colleagues.
• Solid Administrative Assistance abilities, such as organizing files, managing calendars, and handling documentation accurately.
• Proven Customer Service experience, demonstrating professionalism, empathy, and responsiveness when supporting clients.
• Capacity for Research to gather and summarize insurance information, carrier details, and policy options as needed.
• Proficiency with office software (e.g., email, spreadsheets, agency management systems) and ability to learn new tools quickly.
• Attention to detail, strong organizational skills, and reliability in completing tasks on time.
• High school diploma or equivalent required; additional education or insurance-related coursework is a plus.
• Previous experience in an insurance agency, financial services, or related customer-facing environment is beneficial.