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Insurance Office Assistant

Insurance Office Assistant DISC Chart

Job Summary

An insurance office assistant provides administrative support to an insurance agency. They perform secretarial duties such as answering phone calls, responding to emails, scheduling appointments, distributing mail, and directing customer inquiries to the appropriate department. Office assistants also help keep the agency organized by regularly updating the client database, keeping track of office expenses, ordering office supplies, and scheduling maintenance, when needed. Insurance office assistants typically work full-time or part-time at an insurance agency or firm.

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Personality types of a Insurance Office Assistant

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D

low D - Planner

Like to take time making decisions
I

low I - Supporter

Likes to work alone
S

high S - Stabilizer

Likes consistency
C

high C - Rule Follower

Likes to follow procedures

Behavioral Qualities for a Insurance Office Assistant

Behavioral qualities make people naturally act in a certain way. Utilize people's natural behaviors and strengths at work.
  • Deliberate. Careful in decisions and actions.
  • Calm. Restrained and controlled.
  • Dependable. Able to be relied upon.
  • Accurate. Insisting on quality and correctness.

Motivators for a Insurance Office Assistant

Motivators are values that drive people. To retain passionate employees, place people in a role that utilizes their values
  • Altruistic: A caring drive to benefit and support others. To tend to the altruistic drive, give them tasks that directly help the team succeed.
  • Regulatory: A drive to maintain order and the status quo. To tend to the regulatory drive, provide ample structure and allow them to create their own when appropriate.
  • Theoretical: A drive to learn and gain new knowledge. To tend to the theoretical drive, assign projects that allow them to learn more about the insurance industry and develop their skills.

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