Insurance Office Assistant

The Juris Agency; Bay City (MI); On-site; USD 28,000 - 38,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Job summary

Weaver Group Insurance Agency in Bay City, MI is seeking an Insurance Office Assistant to provide friendly, organized customer support in a busy office. No prior insurance experience is required; we value the right personality, work ethic, and willingness to learn.

You will answer phones, schedule appointments for licensed agents, handle payments, and assist with administrative tasks while keeping information organized and up to date. A positive attitude and reliability are essential for success.

Qualifications

• Friendly, professional, and comfortable speaking with customers by phone.
• Dependable and punctual.
• Positive attitude and willingness to learn.
• Strong organizational skills and attention to detail.
• Comfortable using computers and learning new software.
• Team-oriented and willing to help wherever needed.

Responsibilities

• Answer incoming phone calls and direct customers to the appropriate team member.
• Make outbound calls to customers and prospects & gather information for agents.
• Schedule appointments for licensed insurance agents.
• Take and process customer payments.
• Send insurance documents and other requested information.
• Assist customers with routine administrative requests.
• Follow up with customers for documents, forms, and other needed information.
• Scan, upload, and organize documents.
• Greet and assist customers who visit the office.
• Provide administrative support to licensed insurance agents.
• Help keep customer information and office tasks organized and up to date.
• Assist with other office and customer-service duties as needed.

Skills

Friendly communication

Professional demeanor

Punctual and dependable

Organizational skills

Multitasking

Phone/text/email communication

Team-oriented

Job description

Job Description

Insurance Office Assistant

Weaver Group Insurance Agency – Bay City, MI

Weaver Group Insurance Agency is looking for a friendly, dependable, and organized Insurance Office Assistant to join our Bay City office.

This is a customer-facing support position that is ideal for someone who enjoys talking with people, staying organized, and helping a team keep things moving. Previous insurance experience is not required. We are looking for the right personality, work ethic, and willingness to learn.

Benefits

Paid Time Off (PTO)###

Responsibilities

What You'll Do

• Answer incoming phone calls and direct customers to the appropriate team member

• Make outbound calls to customers and prospects & gather information for agents

• Schedule appointments for licensed insurance agents

• Take and process customer payments

• Send insurance documents and other requested information

• Assist customers with routine administrative requests

• Follow up with customers for documents, forms, and other needed information

• Scan, upload, and organize documents

• Greet and assist customers who visit the office

• Provide administrative support to licensed insurance agents

• Help keep customer information and office tasks organized and up to date

• Assist with other office and customer-service duties as needed

Requirements

What We're Looking For

• Friendly, professional, and comfortable speaking with customers by phone

• Dependable and punctual

• Positive attitude and willingness to learn

• Strong organizational skills and attention to detail

• Comfortable making outbound phone calls

• Able to communicate professionally by phone, text, and email

• Able to manage multiple tasks and changing priorities

• Comfortable using computers and learning new software

• Team-oriented and willing to help wherever needed