Insurance Administrative Assistant

Be a part of a successful and dynamic team at Spencer Petersen American Family Insurance. As the #5 agency in AmFam last year, our track record speaks to our commitment to excellence. With a committed office manager and a collaborative team, we are excited about expanding our team. Our agency is known for its fun-oriented culture, fostering a collaborative and supportive environment where everyone loves working together.

As an Insurance Administrative Assistant, you will play a vital role in supporting our agency's daily operations and contributing to our growth. This position offers a fantastic opportunity for someone who is organized, detail-oriented, and eager to be a part of a dynamic and successful insurance agency. Join us in providing excellent service to our clients while enjoying a positive and fun work environment.

If you're ready to be part of a dynamic agency with a rich history and a bright future, apply today for the Insurance Administrative Assistant position at Spencer Petersen American Family Insurance. Join us in shaping the next chapter of our success

Hourly Base Salary Based on Experience

Paid Holidays

Licensing Assistance

Evenings Off

Weekends Off

Holidays Off

Team Building Activities

Retirement Benefits

Equipment Provided

Dental Insurance

Vision Insurance

8am - 5pm Work Schedule

• Manage and monitor multiple customer touchpoints throughout the customer life cycle, ensuring a sustained long-term relationship.
• Monitor and exceed customer expectations through consistent and timely follow-up on phone calls, voicemails, emails, and walk-ins for existing and prospective customers.
• Provide personalized and professional customer service, building trust and fostering strong customer relationships.
• Respond to customer inquiries about coverages, billing, or products, adhering to established agency processes and procedures.
• Collaborate with the owner to establish onboarding processes for new and transfer customers.
• Assist the owner in achieving agency customer loyalty and satisfaction goals through various processes and procedures, including implementing follow-ups, Renewal Advisor utilization for rate revision outreach, and insurance review offering/appointment setting procedures.

• An insurance license is not required to apply. We will pay 100% for licensing.
• 1+ years of previous office experience is required. Insurance experience is a BONUS.
• Candidate must have basic computer software knowledge with experience in MS Office.
• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Handle various client interactions, policy inquiries, and administrative duties concurrently, without compromising the quality of service.
• Effectively communicate complex insurance concepts and policy details to clients in a clear, understandable, and client-friendly manner, ensuring they make well-informed decisions.
• Demonstrate professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.