Office Assistant - Clarion

The Juris Agency; Clarion (Clarion County); On-site; USD 32,000 - 46,000; 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 is seeking an Office Assistant to service a designated group of customers and support a team of Customer Service Representatives, Producers, and Senior Account Executives. The role emphasizes responsive service, document coordination, and proactive client engagement.

The position offers hands-on training, a Monday–Friday schedule, and opportunities for career growth within a family-oriented office environment.

Qualifications

• High school diploma required; prior insurance experience a plus.
• Excellent customer service and communication skills are essential.
• Excellent interpersonal and analytical skills are needed.

Responsibilities

• Service a designated group of customers, manage and process requests including changes to policies, review billings, account reviews, and endorsements.
• Coordinate processing of necessary documents with the Administrative Assistant.
• Provide support to producers and/or Senior Account Executives and respond to customer inquiries to foster new-business opportunities.
• Review assigned policies to determine if additional coverages should be solicited prior to renewal.
• Conduct periodic service calls for designated customers.
• Document all conversations with customers and/or insurers relative to exposures and coverages.

Skills

Customer service

Communication skills

Interpersonal skills

Analytical skills

Education

High school diploma

Tools

Office software

Job description

Job Description

THERE IS NO CEILING TO YOUR SUCCESS!

We are looking to better our company by hiring motivated workers who care about our customers. With a family-oriented office environment, Burns and Burns Insurance is searching for a qualified candidate who is ready and willing to learn how to best serve our clients. The Office Assistant is responsible for servicing a designated group of customers, providing support to Customer Service Representatives, Producers and/or Senior Account Executives as applicable, processing work, receiving and making calls to customers or insurers, or by assisting in any other areas as required. The primary line of business is Property and Casualty.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

PRIMARY RESPONSIBILITIES AND DUTIES

• Service a designated group of customers, manage and process customer requests including changes to policies, review billings, account reviews, and endorsements.
• Coordinates processing of the necessary documents with the Administrative Assistant.
• Provides support to producers and/or Senior Account Executives: should be responsive to customer inquiries and requests, in order to foster new-business opportunities (including by identifying cross-selling opportunities), maintaining customer relationships and building customer loyalty.
• Reviews assigned policies to determine if additional coverages should be solicited prior to renewal
• Conducts periodic service calls for designated customers.
• Documents all conversations with customers and/or insurers relative to exposures and coverages.

SECONDARY RESPONSIBILITIES AND DUTIES:

• Is diligent when interacting with customers, and in processing all coverage modifications in a timely manner to ensure customer satisfaction and prevent E&O exposure.
• Able to work independently with minimal supervision while working in a team environment.
• May be expected to attend industry-specific seminars and training, as needed.
• Other duties, as assigned.

Requirements

• Education:High school diploma
• Experience:Insurance & notary experience a plus.
• Excellent customer service skills.
• Performs duties by complying with agency’s established procedures.
• Good working knowledge of computer office software.
• Excellent oral and written communication skills.
• Excellent interpersonal and analytical skills