Insurance Agent assistant/office manager Dutz Agency LLC Lake Mills, WI Job Details Full-time $37,000
- $45,000 a year 3 days ago Benefits Paid time off Flexible schedule Qualifications HIPAA Filing Attention to detail Office management Insurance sales Full Job Description Job Overview We are seeking a motivated and dynamic individual to join our team.
The ideal candidate will be organized, detail-oriented, and possess strong leadership and communication skills to oversee the administrative operations of our office. Responsibilities
- Supervise office staff and delegate tasks effectively
- Handle administrative duties such as filing, data entry, and record-keeping
- Plan and coordinate meetings
- Maintain phone systems and ensure effective communication within the office
- Provide excellent customer service and phone etiquette
- Support the team with general clerical tasks as needed
- Engage with clients to assess their insurance needs and provide tailored solutions
- Maintain accurate records of client interactions and transactions in compliance with HIPPA regulations
- Provide ongoing support to clients, addressing any questions or concerns regarding their policies.
- Maintain state insurance licensing.
- Engage in training with current and new employees.
- Any other duties set forth by management. Experience
- Proven experience in office management or a similar role
- Proficiency in Microsoft Excel and other relevant software
- Strong communication skills both written and verbal
- Ability to multitask and prioritize workload effectively
- Previous experience in event planning is a plus
- Strong customer service skills with a focus on building long-term relationships
- A valid insurance license may be required based on state regulations; willingness to obtain necessary certifications is essential.
If you are a dedicated professional with a passion for organization and leadership, we encourage you to apply for this rewarding Assistant Office Manager position.
Job Type:
Full-time Pay:
$37,000.00
00 per year
Benefits:
Flexible schedule Paid time off
Schedule:
Day shift Monday to Thursday 8 AM to 4:30 PM, Friday 8 AM to 12 PM No nights No weekends
Experience:
Microsoft Office:
1 year (Preferred) Customer service: 1 year (Preferred)
Location:
Lake Mills, WI Work Location:
In person
Pay:
$37,000.00
00 per year
Benefits:
Flexible schedule Paid time off
Work Location:
In person