Client Concierge & Office Manager (Insurance)

istaffpros; Oxnard (CA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Health Benefits

401(k) — Optional after 1 year

Competitive hourly wage

Paid Vacation/Sick Days

Paid Holidays

Annual Bonus potential

Paid product training

Continuing education

Career advancement opportunities

Employee Rewards and Discounts

Job summary

istaffpros in Oxnard, CA seeks a Client Concierge to warmly welcome clients and handle front-desk duties, scheduling, document processing, and general office tasks for a multi-faceted real estate and insurance environment.

The role supports insurance-related needs, with emphasis on organization, communication, and client service. Insurance experience and a professional, upbeat demeanor are ideal.

Qualifications

• High School Diploma or equivalence is mandatory.
• Associates degree preferred but not required.
• Insurance license preferred.
• Minimum 2 years of experience in the insurance industry.

Responsibilities

• Process payments, provide proof of insurance, ID cards, etc.
• Monitor incoming texts, voicemails and faxes; route to team.
• Schedule appointments for clients with team members.
• Mail (inbound and outbound).
• Order and store general office supplies and monitor water delivery.
• Scan and upload documents for clients and team members.
• Call and follow up with clients with insurance cancellations due to non-payments.
• Provide carriers with evidence of insurances; handle renewals.
• File glass, towing, and roadside claims.

Skills

Customer service

Insurance knowledge

Communication

Multitasking

Interpersonal skills

Education

High School Diploma

Associate degree preferred

Tools

Microsoft Office Suite

CRM software

Job description

istaffpros in Oxnard, CA seeks a Client Concierge to warmly welcome clients and handle front-desk duties, scheduling, document processing, and general office tasks for a multi-faceted real estate and insurance environment.

The role supports insurance-related needs, with emphasis on organization, communication, and client service. Insurance experience and a professional, upbeat demeanor are ideal.