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Job Description: Executive Assistant

The Assistant provides administrative support to the insurance agents and the agency. This includes scheduling appointments, managing and attending agency appointments, events and seminars. The Insurance assistant must be organized, detail-oriented, and have excellent customer service skills.

Essential Duties and Responsibilities:

Respond to contacts from withing the agency and clients. Perform confirmation, follow up phone calls and respond to emails in a professional and timely manner.

Schedule appointments and keep the agency and agents calendar up-to-date.

Process forms of insurance proof.

Co-manage administrative access to agency programs and systems.

Provide customer service to clients, both in person and over the phone.

Other duties as assigned.


High school diploma or equivalent.

1-2 years of experience in an administrative or customer service role.

Strong organizational and time management skills.

Excellent customer service skills.

Proficient in Microsoft Office Suite.

Ability to work independently and as part of a team.


Competitive salary and benefits package.

Opportunity to work with a team of experienced professionals.

Chance to make a difference in the lives of clients.

Challenging and rewarding work environment.

If you are a highly motivated and results-oriented individual with a passion for customer service, we encourage you to apply for this position.

Here are some additional responsibilities that an insurance assistant may have:

Researching insurance products and services.

Preparing presentations for clients.

Assisting with marketing and promotional activities.

Maintaining the agency's website and social media pages.

The executive assistant is a valuable member of the insurance agency team. They play a vital role in ensuring that the agent is able to focus on providing excellent customer service and growing the agency's business. If you are interested in a challenging and rewarding career in the insurance industry, then this is a great opportunity for you.

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