Proposals & Client Support Assistant

Colonial Group; Laconia (NH); On-site; USD 36,000 - 48,000; Full time

Job summary

Colonial Group is seeking a detail-oriented administrative assistant to provide customer service and clerical support for Producers and service teams. You will help support existing accounts and solicit new business, handling data entry, filing, and document preparation.

The role requires strong communication, teamwork, and time management, with experience in office software and office equipment. This is a full-time on-site position in New Hampshire.

Qualifications

• Verbal and written communication skills are essential.
• Strong customer service mindset for phone and in-person interactions.
• Problem solving and time management to handle multiple tasks.
• Typing speed of 30–35 wpm for data entry and correspondence.
• Ability to work well in a team and support colleagues.
• Ability to prioritize work across multiple projects and deadlines.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

Responsibilities

• Sets up prospect and customer files; handles filing and dead files.
• Answers calls and routes them; operates fax, scanner, printer, and copier.
• Assists service team with marketing materials, proposals and presentations for prospects and customers.
• Inputs prospect and customer data into applications.
• Provides word processing assistance as required.
• Inputs information into agency management system.
• Maintains inventory and coordinates ordering of office supplies.
• May conduct agency billing and processing check requests.
• Complies with data standards and ensures data integrity in the system.
• Other duties as assigned.

Skills

Verbal & written skills

Customer service

Problem solving

Typing 30–35 wpm

Team player

Time management

MS Office proficiency

Education

High school diploma

Job description

Colonial Group is seeking a detail-oriented administrative assistant to provide customer service and clerical support for Producers and service teams. You will help support existing accounts and solicit new business, handling data entry, filing, and document preparation.

The role requires strong communication, teamwork, and time management, with experience in office software and office equipment. This is a full-time on-site position in New Hampshire.