Lake Michigan Insurance Agency Administrative Assistant

Lake Michigan Credit Union • Grand Rapids, MI

3d • Onsite

About The Position

Lake Michigan Insurance Agency (LMIA), owned by Lake Michigan Credit Union, is seeking a professional and customer-focused Administrative Assistant to join our team. This role serves as the first point of contact for clients and visitors, playing a key part in delivering a welcoming and efficient experience while supporting daily agency operations. If you are organized, detail-oriented, and enjoy interacting with people, this is a great opportunity to grow within a collaborative and service-driven environment.

Requirements

• 1–3 years of administrative, customer service, or related experience
• High school diploma or equivalent required
• Strong interpersonal and communication skills with a courteous and professional demeanor
• Excellent organizational skills and attention to detail
• Ability to manage multiple tasks and prioritize effectively
• Comfortable interacting with clients, team members, and external partners
• Reliable, adaptable, and willing to support team needs as they arise
• Proficiency in standard office software and systems (e.g. Microsoft Office)

Nice To Haves

• Experience in an insurance or financial services environment is a plus.

Responsibilities

• Serve as the first point of contact for clients and visitors—both in person and over the phone—ensuring a professional and welcoming experience
• Answer incoming calls, route inquiries to the appropriate team members, and take accurate messages when needed
• Greet clients, assess their needs, and connect them with the appropriate staff for assistance
• Perform a variety of administrative and clerical duties, including: Maintaining records, files and reports; Data entry and document management; General office support tasks
• Support departmental overflow needs and assist team members as workload demands allow.
• Actively monitor and process personal insurance referrals from branches and internal channels, ensuring timely follow-up
• Maintain confidentiality and accuracy in all interactions and documentation
• Adhere to and champion our core values of curious minds, collaborative hearts, and continuous excellence
• Adhere to all applicable federal and state laws, regulations, and guidance; comply with LMCU policies and procedures; complete required training

Benefits

• All Employees: weekly pay and retirement savings options.
• Full Time Employees: comprehensive health coverage including medical (with prescription), dental, vision, HSA match, paid parental leave, and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees