Part-Time Administrative Assistant – Client & Office Ops (San Mateo)

Heffernan Insurance Brokers; Pacifica (CA); On-site; USD 23,419 - 31,684; Part time

Job summary

Heffernan Insurance Brokers in San Mateo, CA is seeking an Administrative Assistant in a part-time capacity to support Commercial Lines and Finance Operations. The role focuses on providing high-quality administrative, clerical, and customer service support to ensure smooth daily operations and a positive client experience.

The position offers 15-20 hours per week and involves duties from greeting clients to processing documents, scheduling, and contributing to process improvements under

Qualifications

• Education – High School graduate/GED required.
• Administrative experience in an office environment preferred.
• Professional, customer-focused mindset.
• Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
• Ability to manage multiple tasks, prioritize, and meet deadlines.
• Effective communication and collaboration skills, both written and oral.
• Problem-solving and analytical skills, with attention to detail.
• Ability to maintain confidentiality and handle sensitive information.
• Must embody the Heffernan Habits as illustrated herein.

Responsibilities

• Greet clients and visitors.
• Answer and route phone calls professionally.
• Manage incoming and outgoing mail, deliveries, and general correspondence.
• Assist with scheduling meetings, events, calendars, and office logistics.
• Deliver excellent customer service by addressing general inquiries and directing clients to correct team members.
• Help track outstanding items needed for submissions or renewals.
• Special projects and other duties as assigned.

Skills

Customer-focused

Communication skills

Collaboration

Problem-solving

Confidentiality

Education

High School diploma or GED

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Heffernan Insurance Brokers in San Mateo, CA is seeking an Administrative Assistant in a part-time capacity to support Commercial Lines and Finance Operations. The role focuses on providing high-quality administrative, clerical, and customer service support to ensure smooth daily operations and a positive client experience.

The position offers 15-20 hours per week and involves duties from greeting clients to processing documents, scheduling, and contributing to process improvements under