About The Position

Our family-owned agency is growing, and we’re looking for a detail-oriented Customer Service & Administrative Support Representative to join our professional office team in Murrieta, CA. This role is ideal for someone with an administrative or office background who enjoys helping people, managing details, and supporting a team in a fast-paced, service-focused environment.

Requirements

  • High school diploma or equivalent
  • Prior office/administrative experience strongly preferred
  • Proficiency with computers and basic office software
  • Must be able to work in-office Monday–Friday
  • At least 1 year in an administrative role preferred

Nice To Haves

  • Administrative, office, receptionist, or professional customer service experience
  • Insurance experience a plus but not required
  • Long-term career focus with a desire to grow and advance within the agency

Responsibilities

  • Deliver friendly, professional customer service via phone, email, and in-person
  • Prepare and process policy documents, certificates, and client files
  • Complete administrative tasks such as data entry, scheduling, and follow-up
  • Maintain accurate records and ensure compliance with office and carrier procedures
  • Support agents with quoting, policy changes, billing inquiries, and renewal processing
  • Assist with office organization, document management, and client onboarding
  • Maintain a clean, organized, and efficient work environment

Benefits

  • Employer-sponsored 401(k) retirement plan
  • 1 week paid time off (After 1 year of employment)
  • 7 paid holidays
  • Opportunities for advancement within the agency
  • Supportive and professional team environment
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