Customer Service & Administrative Support Representative

Our family-owned agency is growing, and we’re looking for a detail-oriented Customer Service & Administrative Support Representative to join our professional office team in Murrieta, CA. This role is ideal for someone with an administrative or office background who enjoys helping people, managing details, and supporting a team in a fast-paced, service-focused environment.

• Deliver friendly, professional customer service via phone, email, and in-person
• Prepare and process policy documents, certificates, and client files
• Complete administrative tasks such as data entry, scheduling, and follow-up
• Maintain accurate records and ensure compliance with office and carrier procedures
• Support agents with quoting, policy changes, billing inquiries, and renewal processing
• Assist with office organization, document management, and client onboarding
• Maintain a clean, organized, and efficient work environment

• Administrative, office, receptionist, or professional customer service experience (insurance experience a plus but not required)
• Highly organized, dependable, and detail-oriented
• Professional communication skills, both written and verbal
• Ability to multitask and meet deadlines in a structured office setting
• Willingness to learn new software and follow established processes
• Long-term career focus with a desire to grow and advance within the agency

• High school diploma or equivalent
• Prior office/administrative experience strongly preferred
• Proficiency with computers and basic office software
• Must be able to work in-office Monday-Friday

• Hourly: $20 per hour
• Employer-sponsored 401(k) retirement plan
• 1 week paid time off (After 1 year of employment)
• 7 paid holidays
• Opportunities for advancement within the agency
• Supportive and professional team environment

Job Type: Full-time

Location:

In-person, Murrieta, CA

Education:

High school diploma or equivalent required

Experience:

At least 1 year in an administrative role preferred

Join us in delivering outstanding administrative support while creating a positive experience for everyone who walks through our doors. Your enthusiasm, organizational talent, and dedication will make a meaningful impact every day!