Insurance Office Assistant
2 weeks ago
Insurance Office Assistant
The Full-time Office Assistant provides comprehensive administrative and secretarial support to the owners and executives of S.T.P. Enterprises, Inc., to ensure efficient operation and excellent customer service for clients.
Compensation:$40,000+ DOE
Responsibilities:- Accurately type and prepare correspondence and legal documentation
- Coordinate and track daily schedule for one owner
- Schedule materials for meetings and assist with follow-up after meetings
- Assist in the production of marketing materials, correspondence, and client mailings
- Demonstrate proficiency in social media platforms
- Utilize client database for efficient record-keeping
- Reception
- Coordinate sales efforts and follow up with team members to achieve goals
- Support marketing efforts through coordinated email, social media, and direct mailings
- Act as a member of the customer service team
- Receptionist duties, including setting up the conference room for meetings and lunches
- Greet visitors and arrange transportation services when needed
- Perform light personal assistant duties
- High school diploma or GED required, Associate’s Degree in business administration or related field preferred
- 2+ years of work experience in administrative support, customer service, or insurance industry is preferred
- Proven track record of strong organizational skills, problem-solving skills, and communication skills, both written and verbal
- Proficient data entry skills
- Strong computer skills, including the ability to use Excel and standard word-processing programs
- Appointment setting experience
- TEAMS and Zoom experience
- Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint)
- CRM experience
- Ability to assist with the production of marketing materials
STP Enterprises, Inc. is a nationwide life insurance agency concentrating primarily in the marketing of innovative life insurance solutions. We have an established tradition of providing our customers with the highest quality insurance products and services available. Our ability to carry on this tradition and to grow within the industry is directly related to the performance, enthusiasm and loyalty of our employees.
STP Enterprises, Inc. and its founders have been leaders in the insurance industry since the late 1960’s. As an insurance brokerage, service to our clients and business associates is of paramount importance. Throughout the years, our service and the insurance products we have offered to our clients have maintained a standard of excellence.
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