Insurance sales representative

Texas Farm Bureau Insurance; Katy (TX); On-site; USD 30,000 - 45,000; Full time

Job summary

Texas Farm Bureau Insurance is hiring an Administrative Assistant in Katy, Texas. This role can be full-time or part-time, focusing on both receptionist duties and clerical support in a busy insurance office.

Key responsibilities include setting appointments, processing customer service requests, and assisting clients with billing and insurance solutions. Ideal candidates should be detail-oriented with strong customer service skills, great time management abilities, and proficiency in MS Office.

Qualifications

• Must have strong customer service skills.
• Ability to manage several projects simultaneously is crucial.
• Proficiency in MS Office required.

Responsibilities

• Organize and set agent appointments.
• Answer phone calls and assist walk-in clients.
• Help customers with all aspects of billing.
• Provide proof of insurance to clients, banks, and title companies.
• Collect membership payments.

Skills

Detail-oriented

Customer service skills

Time management

Self-starter

Project management

Proficiency in MS Office

Integrity

Excellent communication skills

Insurance license

Bilingual ability

Job description

ADMINISTRATIVE ASSISTANT

We are currently hiring a full‑time and a part‑time administration assistant for a fast‑paced insurance office. As an administrative assistant you will assume the receptionist duties as well as perform the clerical needs of the agent. You will be the point of reference for all questions, requests or issues and will be an integral part of the agency team.

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

Required Skills

• 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