Retention & New Business Coordinator

Job Description

Join Alsop & Associates Insurance Agency, a reputable and customer-focused insurance firm located in the vibrant city of Montclair, California. As an organization that prides itself on offering tailored solutions and exceptional customer service, we are currently seeking a dedicated and enthusiastic Administrative Assistant to become a key member of our team. This role is on-site, providing a warm and inviting environment where every team member is valued and empowered to contribute positively to the agency's success.

If you are well-organized, detail-oriented, and possess a positive attitude, this could be the perfect opportunity for you. As the Administrative Assistant, you will play a vital role in ensuring the smooth operation of the office. By managing a variety of administrative tasks, you will help us maintain our high standards and continue to deliver outstanding service to our clients.

Be a part of our dynamic team, where growth and professional development are always encouraged. At Alsop & Associates, we believe in the potential of every employee to thrive and make meaningful contributions.

• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Entry Level

• Office Support:
  Manage day-to-day administrative tasks to ensure the office operates smoothly.
• Client Interaction:
  Greet clients warmly in person and on the phone, directing their inquiries to the appropriate departments.
• Document Management:
  Organize, file, and retrieve documents, ensuring confidentiality and security compliance.
• Appointment Scheduling:
  Coordinate meetings and appointments, keeping a detailed and updated calendar.
• Communication:
  Act as the liaison between clients and insurance agents, ensuring effective and timely communication.
• Administrative Assistance:
  Provide direct support to insurance agents, assisting with policy documentation and follow-ups.

• Education:
  
  High school diploma or equivalent required, college degree preferred.
• Experience:
  
  Prior administrative or office management experience, preferably within the insurance industry.
• Organizational
  
  Skills:
  
  Strong organizational and multitasking abilities, with an eye for detail.
• Communication:
  Excellent verbal and written communication skills.
• Tech-Savvy:
  Proficiency in Microsoft Office Suite and familiarity with office equipment such as printers and fax machines.
• Customer Service: A positive attitude and customer-oriented approach to assist clients and colleagues.
• Reliability:
  Dependable and punctual with a strong sense of responsibility.
• Team
  
  Collaboration:
  
  Ability to work well within a team to ensure smooth office operation.