Client Service & Agency Operations Assistant

Farmers Insurance - Jonathan Quiñónez; Norman (OK); On-site; USD 22,000 - 36,000; Full time

Benefits offered by this job

Hourly Base Salary + Bonus Opportunit

Career Growth Opportunities

Flexible Schedule

Mon-Fri Schedule

Job summary

Farmers Insurance - Jonathan Quinonez in Norman, OK seeks a bilingual English/Spanish Client Service & Agency Operations Assistant for in-office support. The role focuses on client service, administrative tasks, follow-up, and keeping the agency running smoothly during afternoon and early evening hours.

You will greet clients, handle calls, update CRM, assist with onboarding, quotes, and referrals, and communicate with clients in both English and Spanish.

Qualifications

• Fluent in English and Spanish to communicate with clients.
• Strong verbal and written communication skills.
• Highly organized, detail-oriented and reliable.
• Able to multitask in a fast-paced office environment.

Responsibilities

• Answer incoming phone calls and assist clients
• Greet clients who visit the office
• Communicate with clients in both English and Spanish
• Schedule appointments and callbacks
• Follow up with clients for documents and information
• Assist with onboarding new clients
• Track outstanding tasks and follow-ups
• Update CRM and client records
• Organize documents and administrative files
• Follow up on pending quotes and applications
• Help clients with basic service requests
• Identify opportunities for additional insurance needs and communicate them to the licensed agent
• Request referrals and assist with client follow-up
• Keep daily tasks organized and ensure nothing falls through the cracks
• Provide general administrative and operational support
• Escalate questions requiring a licensed insurance professional

Skills

Bilingual English/Spanish

Client Service

Communication

Organization

Multitasking

Proactive

Punctual

CRM software

Office software

Tools

CRM software

Office suite

Job description

Job Description

Quiñónez Agencies is looking for a bilingual English/Spanish Client Service & Agency Operations Assistant to join our growing insurance agency in Norman, Oklahoma.

Location: Norman, Oklahoma — In Office

Schedule: Monday–Friday

This is an in-office position focused on client service, administrative support, follow-up, and keeping the agency running smoothly during the afternoon and early evening.

The ideal candidate is friendly, organized, dependable, proactive, and comfortable communicating with both English- and Spanish-speaking clients.

You will be an important point of contact for our clients when our agents are busy assisting customers, quoting insurance, or away from the office.

This is intended to be a long-term opportunity for the right person as the agency continues to grow.

Benefits

• Hourly Base Salary + Bonus Opportunities
• Career Growth Opportunities
• Flexible Schedule
• Mon-Fri Schedule

Responsibilities

• Answer incoming phone calls and assist clients
• Greet clients who visit the office
• Communicate with clients in both English and Spanish
• Schedule appointments and callbacks
• Follow up with clients for documents and information
• Assist with onboarding new clients
• Track outstanding tasks and follow-ups
• Update CRM and client records
• Organize documents and administrative files
• Follow up on pending quotes and applications
• Help clients with basic service requests
• Identify opportunities for additional insurance needs and communicate them to the licensed agent
• Request referrals and assist with client follow-up
• Keep daily tasks organized and ensure nothing falls through the cracks
• Provide general administrative and operational support
• Escalate questions requiring a licensed insurance professional

Requirements

We're looking for someone who:

• Is fluent in English and Spanish (Beneficial)
• Has excellent verbal and written communication skills
• Enjoys helping people
• Is professional and friendly
• Is highly organized and detail-oriented
• Can multitask in a fast-paced office
• Takes initiative and doesn't wait to be told about every task
• Is dependable and punctual
• Can work independently
• Is comfortable using computers and learning new systems
• Has strong follow-through
• Is comfortable speaking with customers by phone and in person

Company Description

Farmers Insurance - Jonathan Quinonez is a high-performing company home based in Norman, Oklahoma. With a commitment to excellence and a passion for serving our community, we specialize in providing personalized insurance solutions tailored to meet the unique needs of our clients. Our team of dedicated professionals brings years of experience and expertise to the table, ensuring that our clients receive the highest level of service and support. Allowing us to service not just only Oklahoma but an additional 11 states across the country.

At Jonathan Quinonez Insurance Agency, we understand that insurance can be complex and overwhelming. That's why we strive to simplify the process for our clients, offering clear guidance and expert advice every step of the way. Whether you're in need of auto, home, life, or business insurance, you can trust us to find the right coverage options to protect what matters most to you.