Insurance Agency Assistant
Location: HILLIARD, OH
Job Type: fulltime
Company: Mike McClaskie - State Farm Agency
Salary: $36000.0 - $75000.0 per year
Category: Customer Service
Job Description Apply Now
Insurance Agency Assistant Position OverviewJoin a leading insurance agency as an Insurance Agency Assistant, a vital role supporting everyday operations and client service excellence. As an Insurance Agency Assistant, you will work as part of a dedicated team, helping ensure the smooth functioning of the agency. This full-time position offers the opportunity to build your career in the insurance industry and develop valuable skills within a collaborative and professional environment. Working as an Insurance Agency Assistant provides a positive way to contribute to your community and offers growth within a respected insurance agency.
Key Responsibilities- Greet clients, answer phone calls, respond to emails, and manage client inquiries to guarantee timely and effective communication.
- Manage and coordinate schedules, book appointments, and maintain inventory of office supplies to support agency efficiency.
- Prepare and process insurance forms, maintain client files, and ensure all necessary paperwork is completed accurately and organized for compliance.
- Input client information into the agency management system and update records as needed to ensure data integrity and accuracy.
- Handle billing inquiries, process client payments, and follow up on overdue accounts to support financial operations.
- Act as a liaison between clients and agents, facilitating clear and professional communication to enhance the client experience.
- Assist in organizing marketing events, prepare promotional materials, and help manage the agency's social media presence to support agency growth.
- Provide preliminary assistance to clients during the claims process, ensuring documentation is complete and communication with claims adjusters is maintained.
- Ability to obtain appropriate state insurance licensing (such as Property and Casualty License).
- Previous insurance experience, especially with State Farm or similar agencies, is preferred but not required.
- Background in administrative support or customer service, ideally within insurance or financial services.
- Proficiency with Microsoft Office Suite and familiarity with agency management software.
- Excellent verbal and written communication skills to interact professionally with clients and team members.
- Strong organizational skills and ability to multitask and prioritize tasks for maximum efficiency.
- Professional, friendly demeanor with a focus on delivering high-quality customer satisfaction.
- High degree of accuracy in data entry and document preparation.
- Ability to work independently, resolve client issues, and find effective solutions.
- This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
- Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
- State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.
This full-time Insurance Agency Assistant role offers a supportive and welcoming work environment, opportunities for skill development, and the chance to grow your career in the insurance industry. If you are detail-oriented, organized, and committed to customer service, apply today to join a respected agency dedicated to delivering outstanding service to its clients.