Administrative Office/Clerical Assistant

Insurance Partners Agency LLC
Any Location, OH
Category Customer Service
Job Description
Role Overview

We are seeking a motivated Clerical Assistant who is a strong team player to join our organization. This role involves learning daily operations by organizing and managing client communications, becoming familiar with client files, and supporting staff with day-to-day business activities.

What You Will Do

Responsibilities will include answering phones, emailing and distributing documents, typing forms, correspondence, memos, and other materials, sorting, filing, and maintaining filing systems, completing assignments and projects, developing trusted partnerships with clients, and providing technical expertise to assist Producers with new business opportunities.

Why It Might Be a Fit

The ideal candidate will be proficient in Microsoft Office and Outlook, have basic typing, spelling, and grammar skills, and strong communication and customer service skills. They will be able to multitask, prioritize tasks, and stay organized in a fast-paced environment.

Requirements

  • High School diploma or GED
  • Pilot or ACFT Mechanic preferred but not required
  • Active P&C License preferred but not required
  • Proficient in Microsoft Office and Outlook
  • Basic typing, spelling, and grammar skills
  • Strong communication and customer service skills
  • Ability to multitask, prioritize tasks, and stay organized
  • Reliable team player with a positive attitude
  • Comfortable learning new systems, procedures, and the basics of insurance and operations
  • Able to use stairs frequently and lift up to 30 lbs as needed

Benefits

  • Health, dental and vision insurance from day one
  • Company-funded health savings account (HSA)
  • Life insurance, short and long-term disability insurance
  • 401(k) with employer match
  • Paid time off, including paid parental leave
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