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Wellmax Insurance Services Inc.

Insurance Office Assistant

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Job Description

Insurance Office Assistant Wellmax Insurance Services Inc. Arcadia, CA Job Details Full-time $18 - $31 an hour 1 hour ago Benefits Health insurance Paid time off Professional development assistance Qualifications Mandarin Computer operation Google Drive Microsoft Outlook Computer literacy Spreadsheets English Attention to detail Organizational skills Full Job Description Job Overview We are an established independent insurance brokerage with over 30 years of experience serving our community and helping clients protect what matters most. We have built lasting relationships with thousands of clients by providing exceptional service, trusted advice, and personalized insurance solutions. As our agency continues to grow, we are looking for an Insurance Office Assistant to join our team. This is a great opportunity for someone who is organized, detail-oriented, comfortable with computers, and enjoys helping people. No prior insurance experience is required. We are willing to provide training to the right candidate who has a positive attitude, strong communication skills, and a willingness to learn. The ideal candidate is looking for a stable position with opportunities to learn about the insurance industry and grow professionally within our agency. Job Duties Assist with day-to-day client service and general office operations. Answer phone calls, emails, text messages, and WeChat communications from clients. Assist clients with basic insurance requests. Help process policy changes, renewals, endorsements, claims-related requests, and other insurance documents. Enter and update client information accurately in our agency management system and insurance carrier websites. Assist with preparing insurance quotes and gathering information from clients. Organize electronic documents and maintain accurate client records. Follow up with clients and insurance companies regarding pending requests. Work closely with other team members to ensure clients receive timely and professional service. Perform general administrative and office duties as needed. Required Skills Fluent in both English and Mandarin. Strong computer and technology skills. Proficient in Microsoft Excel, Word, Outlook/Email, and Google Drive. Good verbal and written communication skills. Strong organizational skills and attention to detail. Ability to multitask and prioritize responsibilities. Friendly, patient, and customer-service oriented. Positive attitude and willingness to learn. Ability to work effectively as part of a team. Insurance experience is not required. Training will be provided. We are looking for someone who wants to build a long-term career and grow with our agency. If you are dependable, organized, enjoy helping customers, and are interested in learning about the insurance industry, we encourage you to apply.
Pay:
$18.00 - $31.00 per hour
Benefits:
Health insurance Paid time off Professional development assistance
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Professional Development
  • Health Insurance
  • Dental Insurance