Client Services & Admin Assistant - Insurance Office

Amanda Elam - State Farm Agent; Fort Wayne (IN); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Job summary

Amanda Elam - State Farm Agent in Fort Wayne, IN is seeking a Staff Assistant to join our team. The ideal candidate is highly organized, detail-oriented, and capable of supporting daily office operations while delivering excellent customer service.

Responsibilities include greeting clients, answering calls and emails, managing schedules, processing forms, handling billing queries, and assisting with events and social media.

Qualifications

• Previous administrative or customer service experience, preferably in an insurance or financial services setting.
• Proficiency in Microsoft Office Suite and familiarity with agency management software.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to multitask and prioritize tasks effectively.
• Friendly and professional demeanor with a strong focus on customer satisfaction.
• High level of accuracy in data entry and document preparation.
• Ability to handle client issues and find effective resolutions.

Responsibilities

• Greet clients, answer phone calls, respond to emails, and handle client inquiries.
• Manage schedules, book appointments, and maintain office supplies.
• Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
• Enter client information into the agency management system and update records as necessary.
• Handle billing inquiries, process payments, and follow up on overdue accounts.
• Act as a liaison between clients and agents, ensuring clear and effective communication.
• Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
• Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.

Skills

Administrative experience

Customer service

Microsoft Office

Communication

Organization

Data entry

Tools

Agency management software

Job description

Amanda Elam - State Farm Agent in Fort Wayne, IN is seeking a Staff Assistant to join our team. The ideal candidate is highly organized, detail-oriented, and capable of supporting daily office operations while delivering excellent customer service.

Responsibilities include greeting clients, answering calls and emails, managing schedules, processing forms, handling billing queries, and assisting with events and social media.