Agency Office Assistant

Job Description

Welcome to the Ryan Newby Agency – COUNTRY FINANCIAL, where we're more than just an insurance and financial services office; we're a dedicated team committed to helping our community achieve their financial goals. Located right here in the heart of Bloomington, Illinois, we pride ourselves on creating a welcoming and supportive atmosphere for both our clients and our team. We believe in building lasting relationships based on trust and genuine care.

As our Agency Office Assistant, you'll be the first point of contact for many, embodying the positive and inviting spirit that defines us. You'll play a crucial role in ensuring our office runs smoothly, allowing our financial professionals to focus on what they do best – serving our clients. If you have a knack for organization, a friendly personality, and a desire to be part of a team that truly makes a difference, we’d love for you to consider joining us!

• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Commission Potential
• Supportive Environment
• Office Lunch Celebrations
• Small Office Culture

• Provide administrative support to insurance agents and office staff.
• Handle incoming calls, emails, and client inquiries professionally and promptly.
• Prepare and process insurance documents, applications, and renewals.
• Maintain and update client records and databases.
• Schedule appointments and manage calendars for insurance agents.
• Assist with billing, payments, and policy changes.
• Ensure compliance with company policies and industry regulations.
• Coordinate communication between clients, agents, and insurance carriers.
• Perform general office duties such as filing, scanning, and data entry.
• Licensed Assistants may hold insurance review meetings with clients to assist or in the absence of the agent.

• High school diploma or equivalent; associate or bachelor’s degree preferred.
• Previous experience in an administrative or insurance-related role is a plus.
• Strong organizational and time-management skills.
• Excellent verbal and written communication abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to handle confidential information with discretion.
• Customer service-oriented mindset.

• Familiarity with insurance software and CRM systems.
• Knowledge of insurance terminology and processes.
• Ability to work independently and as part of a team.