PartTime Account Assistant

DURAN INSURANCE AGENCY INC; McLean (VA); On-site; USD 28,000 - 30,000; Part time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Job summary

Judy Duran State Farm in McLean, VA is seeking a part-time Account Assistant to be the friendly first point of contact for customers and help keep the office running smoothly. No license is required to start, making it a great entry point into the insurance industry.

You will greet customers, manage the calendar, assist with policy documentation, process routine service requests under supervision, keep CRM records accurate, and support light outreach.

Qualifications

• No license required to start in role.
• Bilingual (English/Spanish) is a plus but not required.
• Entry-level opportunity in insurance industry.

Responsibilities

• Greet customers and answer calls professionally.
• Schedule appointments and manage calendar for the agent.
• Assist licensed agents with policy documents, filing, and data entry.
• Process routine service requests, payments, and endorsements under supervision.
• Maintain accurate CRM and customer records.
• Support light outreach and follow-up calls.
• Provide a strong first impression for customers.

Skills

Friendly

Organized

Detail-oriented

Phone skills

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development

About the Role

Judy Duran State Farm is looking for a part-time Account Assistant to be the friendly first point of contact for our customers and keep the office running smoothly. This is a great entry point into the insurance industry for someone who may want to pursue licensing down the road, no license required to start, and bilingual is a plus but not required.

What You'll Do

• Greet customers and answer incoming calls with a warm, professional tone
• Schedule appointments and manage the agent's calendar
• Assist licensed agents with policy documentation, filing, and data entry
• Help process routine service requests, payments, and endorsements under agent supervision
• Keep the CRM and customer records accurate and up to date
• Support light outreach tasks such as appointment reminders and follow-up calls
• Provide a great first impression for every customer who calls or walks in

What We're Looking For

• Friendly, organized, and detail-oriented
• Comfortable on the phone and with basic computer / data-entry tasks
• No insurance license required
• Reliable and punctual
• Bilingual (English/Spanish) a plus, but not required

Compensation & Schedule

$20-$22/hour, part-time

20-25 hours/week