Office Assistant- Insurance Agency

K&R Staffing HR Consulting LLC•Mobile, AL

About The Position

As an Office Assistant, you will work closely with the agency's team to assist in the administration of insurance policy renewals and provide support with general office tasks. This role involves maintaining accurate client records, handling renewals for various insurance policies, and supporting the office with other clerical duties as needed.

Requirements

Prior office or administrative experience preferred, especially in the insurance field.
Familiarity with homeowners, flood, dwelling, fire, and commercial insurance policies is a plus.
Strong attention to detail and organizational skills.
Excellent communication skills, both verbal and written.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Team player with a positive attitude and willingness to learn.

Nice To Haves

Insurance industry experience or knowledge of policy renewal processes.
Insurance licensing (or willingness to obtain).
Experience with insurance management systems is a plus.

Responsibilities

Help process renewals for homeowners insurance, flood, dwelling, fire, and commercial insurance policies.
Assist in communicating with clients about policy renewals, updates, and any changes to their coverage.
Ensure client files are up to date and organized. Process and file paperwork promptly.
Provide general office support including answering phones, scheduling, and assisting with client inquiries.
Accurately input client information and policy data into the agency’s systems.
Work with the insurance agents to ensure smooth handling of policies and provide support to clients.