Insurance Agency Administrative 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 Administrative Assistant Job OverviewThe Insurance Agency Administrative Assistant is an essential member of the team at a State Farm Agent office. This full-time position supports daily operations, providing outstanding customer service and administrative assistance to ensure the effective functioning of the insurance agency. The Insurance Agency Administrative Assistant plays a key role in client retention, billing, and communication, helping to facilitate a positive experience for clients and agents alike.
Key Responsibilities- Greet clients, answer phone calls, respond to emails, and address client inquiries in a professional and timely manner.
- Manage schedules for the agency, book appointments, and maintain adequate office supplies to ensure smooth operations.
- Prepare and process insurance forms, manage client files, and ensure all paperwork is completed accurately and filed appropriately.
- Enter and update client information in the agency management system, maintaining accurate and up-to-date records for all accounts.
- Handle billing inquiries, process client payments, and follow up on overdue accounts to maintain agency cash flow and client satisfaction.
- Act as a liaison between clients and agents, ensuring clear, effective, and professional communication at all stages of the insurance process.
- Assist with organizing marketing events, preparing promotional materials, and managing content for the agency's social media accounts as directed.
- Provide preliminary assistance to clients during the claims process, ensuring proper documentation and timely communication with claims adjusters.
- Ability to obtain an OH Property and Casualty License as required by the agency.
- Previous experience in insurance, preferably with State Farm, is highly valued.
- Background in administrative or customer service roles, ideally within an insurance or financial services environment.
- Proficiency in Microsoft Office Suite and familiarity with agency management software is required for daily tasks.
- Excellent verbal and written communication skills to interact effectively with clients, agents, and team members.
- Demonstrated organizational skills with the ability to multitask and prioritize responsibilities efficiently.
- A friendly and professional demeanor with a strong focus on delivering exceptional customer service and satisfaction.
- High level of accuracy in data entry and document preparation to maintain agency compliance and operational standards.
- Ability to work independently, address client issues proactively, and find effective solutions to challenges as they arise.
As an Insurance Agency Administrative Assistant, you will have the opportunity to work in a professional and supportive environment. With access to training and development, those who join our team can look forward to opportunities for advancement within the insurance industry. The agency is committed to fostering a positive workplace culture where each team member can grow and thrive.
Working in this area offers the benefit of joining a well-established insurance agency that is dedicated to serving the needs of the local community. The role is designed for individuals who are motivated to develop their careers in insurance and who appreciate the importance of excellent customer service and administrative excellence.
Legal DisclaimerThis 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.