Insurance Office Assistant: Client Services & Ops

Dimitri Kondos - State Farm Agent; Portland (OR); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive Salary

Commission

Advancement opportunities

PTO

Health benefits

Career-building experience

License renewal pay

Hiring bonus

Job summary

Dimitri Kondos - State Farm Agent in Portland, OR is seeking an Agent's Assistant to support daily operations and enhance customer experiences. You will help implement office policies, follow up with clients, and help with insurance and financial services opportunities.

You will collaborate with a team to ensure smooth service delivery, handle appointment setting, respond to inquiries, and contribute to a positive, customer-focused office culture in a fast-paced environment.

Qualifications

• Ability to establish and nurture customer relationships.
• Excellent communication and customer-service mindset.
• Proactive in problem-solving and teamwork.
• Comfortable communicating via email, phone and text.
• Experience with Windows applications and working in a fast-paced environment.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Appointment setting/follow up
• Provide prompt, accurate, and friendly customer service, including inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

Skills

Customer service

Customer empathy

Communication skills

Problem solving

Multichannel communication

Teamwork

Adaptability

Windows applications

Education

Insurance licenses required on day one

Job description

Dimitri Kondos - State Farm Agent in Portland, OR is seeking an Agent's Assistant to support daily operations and enhance customer experiences. You will help implement office policies, follow up with clients, and help with insurance and financial services opportunities.

You will collaborate with a team to ensure smooth service delivery, handle appointment setting, respond to inquiries, and contribute to a positive, customer-focused office culture in a fast-paced environment.