Insurance Administrative Assistant / Customer Service Representative

The Juris Agency; Woodstock (AL); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Hands on Training

Life Insurance

Mon-Fri Schedule

Flexible Schedule

Job summary

Jeff Parker Insurance Agency LLC in Woodstock, Alabama, is seeking a full-time Account Manager to manage client accounts, grow the customer base, and ensure satisfaction with a proactive service approach.

The role emphasizes professional communication, administrative efficiency, and collaboration with licensed agents to support policy changes, quotes, and inquiries while maintaining accurate records in the agency management system.

Qualifications

• High school diploma or GED required; associate or bachelor’s degree preferred.
• Previous customer service or administrative experience preferred.
• Insurance experience is a plus but not required.
• Alabama Property & Casualty and/or Life & Health Insurance License preferred or willingness to obtain.

Responsibilities

• Greet clients in person and over the phone with professionalism and courtesy.
• Answer inbound calls, emails, and text messages, and direct inquiries appropriately.
• Assist clients with policy changes, billing questions, payments, and general insurance inquiries.
• Schedule appointments for agents and producers.
• Prepare, process, and organize insurance applications, renewals, endorsements, and other policy documents.
• Maintain accurate customer records in the agency management system.
• Follow up with clients regarding missing information, policy renewals, and outstanding documents.
• Assist with quoting personal and commercial insurance products.
• Support licensed agents with administrative tasks and sales initiatives.
• Process incoming and outgoing mail and maintain office filing systems.
• Resolve customer concerns promptly while maintaining a high level of customer satisfaction.
• Help ensure compliance with company and state insurance regulations.
• Participate in marketing campaigns, customer retention efforts, and community events when needed.

Skills

Customer service

Administrative skills

Communication skills

Multitasking

Microsoft Office

Agency software

Education

High school diploma or GED

Associate or Bachelor’s degree preferred

Tools

Agency management software

Job description

Job Description

Join a team that cares about our customers and you! Jeff Parker Insurance Agency LLC in WOODSTOCK, Alabama, is looking for an experienced and committed individual to join our team as a Full-Time Account Manager. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role.

Benefits

• Hands on Training
• Life Insurance
• Mon-Fri Schedule
• Flexible Schedule

Responsibilities

• Greet clients in person and over the phone with professionalism and courtesy.
• Answer inbound calls, emails, and text messages, and direct inquiries appropriately.
• Assist clients with policy changes, billing questions, payments, and general insurance inquiries.
• Schedule appointments for agents and producers.
• Prepare, process, and organize insurance applications, renewals, endorsements, and other policy documents.
• Maintain accurate customer records in the agency management system.
• Follow up with clients regarding missing information, policy renewals, and outstanding documents.
• Assist with quoting personal and commercial insurance products.
• Support licensed agents with administrative tasks and sales initiatives.
• Process incoming and outgoing mail and maintain office filing systems.
• Resolve customer concerns promptly while maintaining a high level of customer satisfaction.
• Help ensure compliance with company and state insurance regulations.
• Participate in marketing campaigns, customer retention efforts, and community events when needed.

Requirements

• High school diploma or GED required; associate or bachelor’s degree preferred.
• Previous customer service or administrative experience preferred.
• Insurance experience is a plus but not required.
• Alabama Property & Casualty and/or Life & Health Insurance License preferred or willingness to obtain.
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and ability to learn agency management software.
• Professional appearance and positive attitude.
• Ability to work independently and as part of a team.