Job Description

Were looking for a dependable, organized, and enthusiastic team member to join our growing agency. This role is key to keeping our daily operations running smoothly and ensuring our clients receive top-notch service and support. You'll play a crucial role in the client experience and agency efficiency.

*Compensation commensurate with experience

Benefits

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Responsibilities

Greet clients and visitors with a positive, professional attitude in person and over the phone

Manage schedules, calendars, and appointments for the team

Answer and route phone calls, emails, and texts promptly and accurately

Support client onboarding by preparing forms, collecting documents, and maintaining records

Keep office systems organized from digital files to supply inventory

Assist with data entry, policy processing, and document management in our CRM or AMS

Coordinate internal tasks like meeting prep, reports, and special projects

Jump in where needed as the go-to person that keeps things moving

Keep the vibe high: contribute to a fun, productive office culture

Requirements

What Were Looking For:

1+ years of administrative, customer service, or office experience

Excellent communication and multitasking skills

Strong attention to detail and follow-through

Tech-savvy (Microsoft Office, Google Workspace, CRM/AMS tools preferred)

Positive attitude, willingness to learn, and team spirit

Bilingual (English/Spanish) a bonus!