Office Operations Assistant & Customer Liaison

Richey Insurance Agency; Houston (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Richey Insurance Agency in Houston, TX is seeking an Administrative Assistant to support daily operations, route information between sales and service, and keep the office running smoothly.

You will handle phone calls, distribute mail and emails, manage the agency management system, and assist visitors. The role emphasizes clear communication, professionalism, and a proactive approach to scheduling and general administrative duties within a busy insurance office.

Qualifications

• Experience handling phones and directing calls.
• Strong written and oral communication.
• Ability to manage mail and email correspondence.
• Assist in filing and organizing documents.
• Greet visitors and assist customers.

Responsibilities

• Answer and direct phone calls
• Write and distribute mail and email correspondence, letters, faxes and forms
• Help maintain the online filing system in our agency management system
• Provide general support to visitors and guest to the office
• Act as a point of contact for new and existing customers
• Handling admin request and queries from management
• Organizing and scheduling calls, appointments and job functions for sales and service reps
• Provide assistance to the sales and service teams by managing general administrative duties
• Ultimately, the Admin Assistant should ensure the efficient and smooth day to day operations from sales to service operations and be the liaison between the two.

Skills

Phone handling

Customer service

Scheduling

Communication

Tools

Agency management system

Job description

Richey Insurance Agency in Houston, TX is seeking an Administrative Assistant to support daily operations, route information between sales and service, and keep the office running smoothly.

You will handle phone calls, distribute mail and emails, manage the agency management system, and assist visitors. The role emphasizes clear communication, professionalism, and a proactive approach to scheduling and general administrative duties within a busy insurance office.