Insurance Office Assistant — Training, PTO & Growth

Burns Burns Associates Inc; Bradford (PA); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Burns and Burns Insurance seeks an Office Assistant to service a designated client group, support agents, and process policy changes. The role focuses on delivering excellent customer service and accurate document handling in a busy office environment.

The position emphasizes independent work within a team, periodic client calls, and collaboration with administrative staff to ensure timely processing and customer satisfaction.

Qualifications

• Education: High school diploma or equivalent.
• Experience: Insurance & notary experience a plus.
• Excellent customer service and communication skills.
• Strong computer skills and proficiency with standard office software.
• Ability to work in a team and independently as needed.

Responsibilities

• Serve a designated group of customers and handle policy changes and endorsements.
• Support Producers and Senior Account Executives and coordinate document processing.
• Foster new-business opportunities through responsive customer communication.
• Review policies to determine additional coverages prior to renewal.
• Conduct periodic service calls and document customer interactions with insurers.

Skills

Customer service

Communication

Microsoft Office

Phone etiquette

Education

High school diploma

Tools

MS Office

Job description

Burns and Burns Insurance seeks an Office Assistant to service a designated client group, support agents, and process policy changes. The role focuses on delivering excellent customer service and accurate document handling in a busy office environment.

The position emphasizes independent work within a team, periodic client calls, and collaboration with administrative staff to ensure timely processing and customer satisfaction.