insurance agency administrative assistant

Safeguard Insurance Brokerage; Lutz (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading independent insurance agency seeks a dependable Administrative Assistant to support daily operations and client interactions. This entry-level role involves managing office tasks, assisting with policy servicing, and providing light marketing support. Ideal candidates are organized, detail-oriented, and have prior administrative experience. Join a supportive team and grow in the insurance field with opportunities for training and licensing.

Benefits

Competitive hourly wage or salary based on experience

Supportive team and positive work environment

Opportunity to grow in the insurance field

Qualifications

• Prior administrative or customer service experience (insurance background preferred).
• Detail-oriented with strong organizational skills.

Responsibilities

• Handle daily office operations and assist with policy servicing.
• Answer and route phone calls and emails professionally.

Skills

Organized

Detail-oriented

Bilingual

Education

Prior administrative or customer service experience

Tools

Microsoft Office

Canva

Meta Business Suite

Job description

insurance agency administrative assistant

insurance agency administrative assistant

3 weeks ago Be among the first 25 applicants

Direct message the job poster from Safeguard Insurance Brokerage

Job Title: Administrative Assistant – Independent Insurance Agency

Reports To: Agency Owner / Office Manager

About Us:

As an independent insurance agency, we take pride in offering personalized coverage options from a variety of trusted carriers. We value building long-term relationships with our clients and creating a supportive, community-driven office environment. We’re looking for a dependable Administrative Assistant to help keep our office running smoothly and support our growing client base.

Position Summary:

The Administrative Assistant plays a key role in supporting our agents and providing excellent service to our clients. This role involves handling daily office operations, assisting with policy servicing, and occasionally supporting light marketing and social media efforts.

Key Responsibilities:

Office Administration & Client Support

• Answer and route phone calls and emails with professionalism and a positive attitude
• Welcome clients and assist with walk-in inquiries
• Process new business applications, endorsements, cancellations, and policy updates
• Maintain organized and accurate customer records in our agency management system
• Assist with billing questions, payment processing, and policy documentation
• Schedule client appointments and follow up on pending items
• Ensure the office is stocked, tidy, and running efficiently

Marketing & Social Media Support (Light Duty)

• Assist with occasional client communications, birthday cards, or policy review reminders
• Help create and schedule occasional posts on Facebook, Instagram, or other platforms
• Coordinate with the team to highlight insurance products, client success stories, community involvement, etc.
• Support local marketing efforts, community events, or referral programs

Qualifications:

• Prior administrative or customer service experience (insurance background preferred)
• Organized, dependable, and proactive
• Detail-oriented with strong organizational skills
• Basic computer skills; experience with Microsoft Office.
• Familiarity with or willingness to learn insurance software systems
• Familiarity with social media platforms and content creation tools (Canva, Meta Business Suite, etc.)
• Bilingual (preferred but not required)
• Must be able to handle confidential information with discretion

What We Offer:

• Competitive hourly wage or salary based on experience
• Supportive team and positive work environment
• Opportunity to grow in the insurance field — licensing and training available

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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