Insurance Agency Assistant: Welcoming Client Support

Chalmers Insurance Group; Northern (KY); Hybrid; USD 23,000 - 28,000; Full time

Benefits offered by this job

401(k) with company matching

Paid time off

Employee assistance program

Job summary

Chalmers Insurance Group is seeking an Agency Assistant to be the friendly face and voice of the agency, supporting a productive team and ensuring smooth office operations. You’ll provide outstanding customer service to every client who calls or visits the office, while handling daily administrative tasks.

The role requires strong communication and organizational skills, proficiency in Microsoft Office, and familiarity with AMS 360 is a plus. High school diploma or equivalent is required.

Qualifications

• Proven ability to deliver friendly, professional customer service.
• Strong written and verbal communication skills for client interaction.
• Excellent organizational and time-management abilities to keep the office running smoothly.

Responsibilities

• Greet clients warmly and manage incoming calls.
• Be the first point of contact for walk-in customers and direct them to the appropriate person or department.
• Process and distribute all incoming mail and faxes; manage outgoing mail.
• Maintain and order office supplies to keep the workplace running efficiently.
• Process and post all bank deposits accurately.
• Handle direct notices of cancellations and reinstatements.
• Maintain a welcoming, professional, and organized office space.
• Coordinate daily administrative tasks to support agency operations.
• Ensure reliable attendance and a dependable presence in the office.

Skills

Customer service

Communication

Organization

Time management

Professional demeanor

Education

High School Diploma or equivalent

Tools

AMS 360

Microsoft Office

Job description

Chalmers Insurance Group is seeking an Agency Assistant to be the friendly face and voice of the agency, supporting a productive team and ensuring smooth office operations. You’ll provide outstanding customer service to every client who calls or visits the office, while handling daily administrative tasks.

The role requires strong communication and organizational skills, proficiency in Microsoft Office, and familiarity with AMS 360 is a plus. High school diploma or equivalent is required.