Part-Time Administrative Assistant - Insurance & Client Support

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

Job summary

Heffernan Insurance Brokers in San Mateo, CA seeks an Administrative Assistant for part-time support 15-20 hours weekly. You will assist the Commercial Lines Manager and Finance Operations Manager, greet clients, route calls, manage mail, and help prepare documents.

The role emphasizes accuracy, confidentiality, and exceptional customer service as you handle policy processing support, records, and office logistics.

Qualifications

• High School education required or GED.
• Administrative office experience preferred.
• Professional, customer-focused mindset.
• Proficient in Microsoft Office (Excel, Word, PowerPoint).
• Strong multitasking, deadlines, and communications skills.
• Ability to maintain confidentiality and handle sensitive information.

Responsibilities

• Greet clients and visitors.
• Answer and route phone calls professionally.
• Manage mail, deliveries, and general correspondence.
• Assist with ordering office supplies and inventory.
• Prepare documents, reports, and presentations for internal use.
• Schedule meetings, manage calendars, and coordinate logistics.
• Support recording commissions and client documents.
• Enter client information into the agency system with accuracy.
• Deliver excellent customer service and direct inquiries.

Skills

Administrative experience

Customer-focused

Multitasking

Communication (written and verbal)

Problem solving

Confidentiality

Attention to detail

Heffernan Habits

Education

High School diploma or GED

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Heffernan Insurance Brokers in San Mateo, CA seeks an Administrative Assistant for part-time support 15-20 hours weekly. You will assist the Commercial Lines Manager and Finance Operations Manager, greet clients, route calls, manage mail, and help prepare documents.

The role emphasizes accuracy, confidentiality, and exceptional customer service as you handle policy processing support, records, and office logistics.