Insurance Office Assistant

COUNTRY Financial®; Lanark (IL); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Paid training

Competitive pay based on experience

Supportive team environment

Advancement opportunities

Licensing pathway

Job summary

COUNTRY Financial® in Lanark, IL is seeking a friendly Insurance Office Assistant to join our team. This role focuses on in-person and remote client interactions, organization, and supporting agents with day-to-day tasks.

No license is required to start; we offer paid training and opportunities to pursue an insurance license for professional growth within the agency.

If you enjoy helping people, staying organized, and building a career in the insurance industry, apply today.

Qualifications

• Strong communication and customer service skills.
• Organized and detail-oriented.
• Dependable and able to manage multiple tasks.
• Comfortable using computers, email, and basic office software.
• Professional and friendly attitude.
• Ability to work independently while also being a team player.
• Insurance licensing is not required to start.

Responsibilities

• Greet and assist clients in person, over the phone, and by email.
• Answer phones and direct calls as needed.
• Schedule appointments and assist with follow-up.
• Process paperwork, applications, and other office documentation.
• Maintain accurate client records and files.
• Assist agents with day-to-day administrative tasks.
• Communicate with insurance companies and clients as needed.
• Provide excellent customer service and help resolve routine client questions.
• Learn insurance products, procedures, and agency systems.

Skills

Communication

Customer service

Organization

Multitasking

Independent worker

Team player

Computer literacy

Insurance licensed not required

Tools

Office software

Job description

We are looking for a friendly, dependable, and organized Insurance Office Assistant to join our team. This is a great opportunity for someone who enjoys working with people, staying organized, and building a career in the insurance industry.

No insurance license is required to apply. We are willing to train the right candidate, and obtaining an insurance license can be an excellent opportunity for professional growth and advancement within the agency.

Responsibilities

• Greet and assist clients in person, over the phone, and by email
• Answer phones and direct calls as needed
• Schedule appointments and assist with follow-up
• Process paperwork, applications, and other office documentation
• Maintain accurate client records and files
• Assist agents with day-to-day administrative tasks
• Communicate with insurance companies and clients as needed
• Provide excellent customer service and help resolve routine client questions
• Learn insurance products, procedures, and agency systems

Qualifications

• Strong communication and customer service skills
• Organized and detail-oriented
• Dependable and able to manage multiple tasks
• Comfortable using computers, email, and basic office software
• Professional and friendly attitude
• Ability to work independently while also being a team player
• Previous office, customer service, banking, or insurance experience is helpful but not required
• Insurance licensing is not required to start

What We Offer

• Competitive pay based on experience
• Paid training
• Supportive team environment
• Opportunities for advancement
• Opportunity to pursue insurance licensing and expand your role