Insurance Administrative Assistant — Front-Office & Growth Path

Dynamic Office & Accounting Solutions; Walnut Creek (CA); On-site; USD 28,000 - 34,000; Full time

Job summary

Dynamic Office & Accounting Solutions in Walnut Creek, CA is seeking an Insurance Administrative Assistant to join a growing insurance organization. This role is full-time, onsite, and temp-to-hire, offering a steady daily routine, direct interaction with clients, and opportunities to support daily operations while delivering exceptional service.

You will manage front desk experiences, organize records, process mail, assist with certificates and invoicing, and contribute to a positive office

Qualifications

• Bachelor's degree or equivalent administrative support experience.
• Strong customer service, communication, and interpersonal skills.
• Excellent organizational abilities with a high level of attention to detail.
• Ability to manage multiple priorities and remain effective in a fast-paced environment.
• Proficiency with common business software and office technology.
• Positive, adaptable attitude and enthusiasm for learning new skills.
• Interest in developing a career within the insurance industry.

Responsibilities

• Create a professional and welcoming experience for visitors, clients, and callers while providing outstanding customer service.
• Coordinate front office operations, ensuring smooth communication and efficient daily workflows.
• Organize, scan, file, and maintain important documentation and records with accuracy and attention to detail.
• Prepare policy binders, process incoming mail and fax communications, and support document management initiatives.
• Assist with certificate processing, invoice generation, and tracking renewal-related information.
• Conduct administrative research tasks such as driving record reviews, flood zone determination requests, and commercial insurance reporting support.
• Monitor and replenish office and kitchen supplies to maintain a productive workplace environment.
• Assist team members with a variety of administrative projects while learning key aspects of the insurance industry.

Skills

Customer service

Communication

Organization

Multitasking

Office software

Adaptability

Interest in insurance

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

Dynamic Office & Accounting Solutions in Walnut Creek, CA is seeking an Insurance Administrative Assistant to join a growing insurance organization. This role is full-time, onsite, and temp-to-hire, offering a steady daily routine, direct interaction with clients, and opportunities to support daily operations while delivering exceptional service.

You will manage front desk experiences, organize records, process mail, assist with certificates and invoicing, and contribute to a positive office