Client Service & Agency Operations Assistant

The Juris Agency; Norman (OK); On-site; USD 142,000 - 193,000; Part time

Benefits offered by this job

Career Growth Opportunities

Job summary

The Juris Agency in Norman, Oklahoma is seeking 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 office running smoothly during the afternoon and early evening.

Ideal candidates are friendly, organized, and proactive, comfortable communicating with English- and Spanish-speaking clients, and able to support agents when they are busy.

Qualifications

• Fluent in English and Spanish required.
• Excellent verbal and written communication skills.
• Enjoys helping people and providing friendly, professional service.
• Highly organized and detail-oriented with strong follow-through.
• Able to multitask in a fast-paced office and take initiative.

Responsibilities

• Answer incoming phone calls and assist clients.
• Greet clients who visit the office.
• Communicate with clients in English and Spanish.
• Schedule appointments and callbacks; follow up for documents.

Skills

Bilingual English/Spanish

Verbal communication

Written communication

Customer service

Organized and detail-oriented

Multitasking

Initiative

Dependable and punctual

Independent work

Computer literacy

Follow-through

Phone and in-person communication

Job description

Job Description

Location: Norman, Oklahoma — In Office

Schedule: Monday–Friday, 1:00 PM–6:00 PM

Hours: 25 hours/week

Compensation: $1,250/month

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.

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

Career Growth Opportunities

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


• 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