Insurance Specialist

We’re looking for a warm, organized, and detail-oriented Insurance Insurance Specialist to be the first point of contact for our clients and a key support to our team. You’ll be the face and voice of our agency, helping clients feel welcomed and cared for while keeping our office running smoothly. You will be intaking potential client information as well outbound calls to educate current clients on what we offer here in office.

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

• Greet clients and visitors in a friendly, professional manner (in person and by phone)
• Answer and route incoming calls; take detailed messages when needed
• Schedule and manage appointments for agents
• Assist clients with basic policy questions, payments, and document requests
• Maintain accurate client records and update information in agency management systems
• Process incoming and outgoing mail, faxes, and email correspondence
• Support agents with administrative tasks: filing, data entry, preparing documents
• Order and maintain office supplies
• Assist with special projects, mailers, or client outreach as needed
• Help maintain a clean, organized, and welcoming office environment

• Obtain a Washington State insurance license
• 5+ years of experience in a receptionist, customer service, or administrative role (insurance or professional office experience a plus)
• Strong verbal and written communication skills
• Friendly, patient, and professional demeanor
• Highly organized with strong attention to detail
• Comfortable multitasking in a fast-paced environment
• Proficient with basic computer programs (Microsoft Office, email, scheduling software)
• CRM Knowledge