Retention & New Business Coordinator

The Juris Agency; Montclair (CA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Entry Level

Job summary

Alsop & Associates Insurance Agency in Montclair, CA is seeking an Administrative Assistant to join our on-site team. You will support day-to-day office operations, greet clients, manage files, schedule appointments, and liaise between clients and insurance agents to ensure smooth service.

Ideal candidates are well-organized, detail-oriented, with strong communication and computer skills. We offer a friendly environment, training, and growth opportunities as part of a dynamic office.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Prior administrative or office management experience (insurance industry preferred).
• Strong organizational and multitasking abilities with attention to detail.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office and familiarity with standard office equipment.
• Customer-friendly approach and reliable, punctual team player.

Responsibilities

• Office Support: Manage day-to-day administrative tasks to keep the office running smoothly.
• Client Interaction: Greet clients in person and on the phone, directing inquiries appropriately.
• Document Management: Organize, file, and retrieve documents with confidentiality.
• Appointment Scheduling: Coordinate meetings and keep an updated calendar.
• Communication: Liaise between clients and insurance agents for timely information.
• Administrative Assistance: Support agents with policy documentation and follow-ups.

Skills

Organizational skills

Communication

Customer service

Team collaboration

Multitasking

Attention to detail

Microsoft Office

Reliability

Education

High school diploma or equivalent

College degree preferred

Tools

Office equipment (printers, fax machines)

Microsoft Office Suite

Job description

Job Description

Join Alsop & Associates Insurance Agency, a reputable and customer-focused insurance firm located in the vibrant city of Montclair, California. As an organization that prides itself on offering tailored solutions and exceptional customer service, we are currently seeking a dedicated and enthusiastic Administrative Assistant to become a key member of our team. This role is on-site, providing a warm and inviting environment where every team member is valued and empowered to contribute positively to the agency's success.

If you are well-organized, detail-oriented, and possess a positive attitude, this could be the perfect opportunity for you. As the Administrative Assistant, you will play a vital role in ensuring the smooth operation of the office. By managing a variety of administrative tasks, you will help us maintain our high standards and continue to deliver outstanding service to our clients.

Be a part of our dynamic team, where growth and professional development are always encouraged. At Alsop & Associates, we believe in the potential of every employee to thrive and make meaningful contributions.

Benefits

• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Entry Level

Responsibilities

• Office Support: Manage day-to-day administrative tasks to ensure the office operates smoothly.
• Client Interaction: Greet clients warmly in person and on the phone, directing their inquiries to the appropriate departments.
• Document Management: Organize, file, and retrieve documents, ensuring confidentiality and security compliance.
• Appointment Scheduling: Coordinate meetings and appointments, keeping a detailed and updated calendar.
• Communication: Act as the liaison between clients and insurance agents, ensuring effective and timely communication.
• Administrative Assistance: Provide direct support to insurance agents, assisting with policy documentation and follow-ups.

Requirements

• Education: High school diploma or equivalent required, college degree preferred.
• Experience: Prior administrative or office management experience, preferably within the insurance industry.
• Organizational Skills: Strong organizational and multitasking abilities, with an eye for detail.
• Communication: Excellent verbal and written communication skills.
• Tech-Savvy: Proficiency in Microsoft Office Suite and familiarity with office equipment such as printers and fax machines.
• Customer Service: A positive attitude and customer-oriented approach to assist clients and colleagues.
• Reliability: Dependable and punctual with a strong sense of responsibility.
• Team Collaboration: Ability to work well within a team to ensure smooth office operation.