Insurance Office Assistant

Job Description

Insurance Office Assistant

Weaver Group Insurance Agency – Bay City, MI

Weaver Group Insurance Agency is looking for a friendly, dependable, and organized Insurance Office Assistant to join our Bay City office.

This is a customer-facing support position that is ideal for someone who enjoys talking with people, staying organized, and helping a team keep things moving. Previous insurance experience is not required. We are looking for the right personality, work ethic, and willingness to learn.

Paid Time Off (PTO)###

What You'll Do

• Answer incoming phone calls and direct customers to the appropriate team member

• Make outbound calls to customers and prospects & gather information for agents

• Schedule appointments for licensed insurance agents

• Take and process customer payments

• Send insurance documents and other requested information

• Assist customers with routine administrative requests

• Follow up with customers for documents, forms, and other needed information

• Scan, upload, and organize documents

• Greet and assist customers who visit the office

• Provide administrative support to licensed insurance agents

• Help keep customer information and office tasks organized and up to date

• Assist with other office and customer-service duties as needed

What We're Looking For

• Friendly, professional, and comfortable speaking with customers by phone

• Dependable and punctual

• Positive attitude and willingness to learn

• Strong organizational skills and attention to detail

• Comfortable making outbound phone calls

• Able to communicate professionally by phone, text, and email

• Able to manage multiple tasks and changing priorities

• Comfortable using computers and learning new software

• Team-oriented and willing to help wherever needed