Insurance Office Administrative Assistant
About The Position
We’re partnering with Skogman Insurance Companies to find a hands-on Insurance Office Administrative Assistant to join their growing insurance agency in Cedar Rapids, IA. This position will serve as the first point of contact for clients and plays a key part in keeping the office running smoothly by providing administrative, operational, and customer service support to the team. The ideal candidate is organized, detail-oriented, and proactive, with a strong sense of responsibility and a desire to learn the insurance industry. This person will help ensure efficient workflows, accurate documentation, and consistent communication across the agency.
Requirements
- Minimum 3 years of administrative experience, including phone support
- Strong customer service and communication skills
- Highly organized with excellent follow-through and attention to detail
- Ability to multi-task, prioritize, and adapt in a fast-paced office
- Comfortable using Word, Excel, Outlook, and learning new systems
- High school diploma or higher education
Nice To Haves
- Insurance or Applied Epic (AMS360) experience a plus
Responsibilities
- Greet clients and serve as the first point of contact for the agency
- Answer phone calls, emails, and other correspondence
- Document and track client communications
- Send daily cancellation notices
- Provide customer service support for Commercial Lines and Personal Lines as needed
- Maintain a working knowledge of all agency procedures and workflows
- Coordinate office activities to ensure efficiency and compliance with company policies
- Track office supply inventory and place orders as needed
- Assist colleagues and leadership with special projects and administrative needs
- Track education, training, and development records to support staff licensing and compliance
- Support required agency audits and documentation
- Maintain accurate records related to internal processes and procedures
- Assist accounting with commission processing and related administrative tasks
- Manage company downloads and download reporting
- Become proficient in multiple agency software platforms
- Prioritize workload and adapt to shifting deadlines and daily needs
- Demonstrate a strong commitment to learning and understanding the insurance industry
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
