On-Site Insurance Admin & Client Support Specialist

Stieber Insurance Group; Houston (TX); On-site; USD 21,000 - 34,000; Full time

Job summary

Stieber Insurance Group is seeking an Agent Assistant to support our insurance agents with daily administrative tasks at our Richmond, TX office. You will manage client files, prepare documents, schedule appointments, and ensure accurate records in our agency system.

The role involves handling client inquiries and assisting with billing and proposals. Ideal candidates have strong communication, reliable organization, and familiarity with office software.

Qualifications

• Clear verbal and written communication with clients and colleagues.
• Organize files, manage calendars, and handle documentation accurately.
• Provide professional customer service and responsive support to clients.
• Research carrier options and policy details to support proposals.
• Learn new agency software quickly and apply it to daily tasks.
• Demonstrate reliability and attention to detail in every task.

Responsibilities

• Prepare documents and maintain client files in the agency system.
• Schedule appointments and coordinate internal communications.
• Answer client inquiries and assist with billing questions.
• Support onboarding of new clients and training activities as needed.

Skills

Strong Communication

Administrative Assistance

Customer Service

Research Skills

Office Software Proficiency

Attention to Detail

Education

High School Diploma

Tools

Agency management systems

Microsoft Excel

Email / Scheduling tools

Job description

Stieber Insurance Group is seeking an Agent Assistant to support our insurance agents with daily administrative tasks at our Richmond, TX office. You will manage client files, prepare documents, schedule appointments, and ensure accurate records in our agency system.

The role involves handling client inquiries and assisting with billing and proposals. Ideal candidates have strong communication, reliable organization, and familiarity with office software.