Insurance Sales & Admin Specialist

Texas Farm Bureau Insurance; Katy (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

Texas Farm Bureau Insurance in Katy, Texas is seeking a full-time or part-time Administrative Assistant to handle reception and clerical tasks in a fast-paced office. You will coordinate scheduling for the agent, answer calls, assist walk-ins, process service requests, and support cross-selling of insurance and financial products.

You will manage billing inquiries, provide proof of insurance to clients, banks and title companies, collect membership payments, and perform other duties as assigned.

Qualifications

• Must be detail-oriented.
• Possess strong customer service skills.
• Excel in time management and have the ability to prioritize work.
• Be a self-starter.
• Ability to manage several projects simultaneously.
• Proficiency in MS Office.
• Integrity and Professionalism.
• Excellent written, verbal and telecommunication skills.
• Insurance license preferred.
• Bilingual speaking ability is a plus.

Responsibilities

• Organize and set agent appointments
• Answer phone calls, assist walk-in clients, process customer service requests, and assist with cross-selling insurance and financial products
• Help customers with all aspects of billing
• Provide clients, banks, and title companies with proof of insurance
• Collect membership payments
• Any and all other duties assigned by management

Skills

Detail oriented

Customer service

Time management

Self-starter

Multitasking

Integrity

Communication skills

Insurance license

Bilingual

Tools

MS Office

Job description

Texas Farm Bureau Insurance in Katy, Texas is seeking a full-time or part-time Administrative Assistant to handle reception and clerical tasks in a fast-paced office. You will coordinate scheduling for the agent, answer calls, assist walk-ins, process service requests, and support cross-selling of insurance and financial products.

You will manage billing inquiries, provide proof of insurance to clients, banks and title companies, collect membership payments, and perform other duties as assigned.