Client Service & Agency Operations Assistant

The Juris Agency; Norman (OK); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Career Growth Opportunities

Flexible Schedule

Mon-Fri Schedule

Job summary

Quiñónez Agencies in Norman, OK is seeking a bilingual English/Spanish Client Service & Agency Operations Assistant for in-office support. You will answer calls, greet clients, and manage bilingual communications while maintaining CRM records and supporting onboarding.

The role emphasizes organization, proactive tasks, and reliable follow-through, with a Monday–Friday schedule in a busy insurance office.

Qualifications

• Bilingual English/Spanish with good written and verbal skills.
• Experience in client service and administrative tasks.
• Professional, organized and detail-oriented.
• Able to multi-task in a busy office and follow through.
• Comfortable with CRM systems and in-person/phone communication.

Responsibilities

• Answer incoming 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 and information.
• Assist with onboarding new clients.
• Update CRM and client records.
• Organize documents and admin files.
• Follow up on quotes and applications.
• Provide general administrative and operational support.
• Escalate questions to a licensed agent when needed.

Skills

Bilingual English/Spanish

Customer service

Administrative support

CRM software

Phone etiquette

Tools

CRM software

Job description

Job Description

Location: Norman, Oklahoma — In Office

Schedule: Monday–Friday

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
• 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