Receptionist​/Administrative Assistant – Insurance Services

Overview

We are seeking a highly organized and customer‑focused Receptionist / Administrative Assistant to support our growing insurance practice. The successful candidate will play an important role in delivering exceptional client service while supporting our advisors and administrative team.

• Answer and direct incoming telephone calls in a courteous, professional, and efficient manner.
• Provide exceptional client service through telephone and email communications.
• Assist advisors and team members with administrative and communication‑related tasks.
• Process and distribute incoming mail, faxes, and correspondence.
• Assist team members with data entry into Access database.
• Prepare and maintain documents using Microsoft Word and Excel, and Adobe PDF.
• Support office operations while maintaining confidentiality and professionalism.

• Proficiency in Microsoft Office 365 and Adobe.
• Strong verbal and written communication abilities.
• Exceptional customer service skills, including empathy, professionalism, and discretion.
• Excellent organizational skills and meticulous attention to detail.
• Ability to manage multiple priorities and deadlines effectively.
• Strong interpersonal, teamwork, and problem‑solving capabilities.
• Eagerness to learn about insurance products, services, and industry practices.
• Self‑motivated with the ability to work independently in a busy environment.
• Confident and approachable personality with a positive sense of humor.

Previous insurance industry experience or knowledge is preferred.

Reliable car is required.

Free on‑site parking.

This is an in‑office position, 4 days per week, 6 hours a day.

Office is in the SE, applicant must reside in the SE, SW, or NE.

Pay:
From $15.00 per hour

• On‑site parking

Work Location:

In person