Insurance Office Assistant Job Description

Insurance Office Assistant Job Description

Insurance Office Assistant Job Overview

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.

Insurance Office Assistant Job Template

Insurance Office Assistant Job Summary

Our agency is expanding, and we’re searching for a detail-oriented and personable insurance office assistant to keep us organized! Your main responsibility will be supporting our agents by taking phone calls, checking emails, and directing customer inquiries to the appropriate department. You’ll also help us process paperwork and schedule appointments, so our clients get the best service we can provide. Job seekers should be organized professionals who bring a positive, problem-solving energy to the office. Ready to assist the team and start making an impact on people’s lives? Apply today!


Ashburn, VA

Insurance Office Assistant Responsibilities

  • Answer phone calls and emails from customers promptly and direct inquiries to the appropriate department to ensure client satisfaction
  • Complete administrative tasks, such as filing paperwork and distributing office mail, to help our office run smoothly
  • Schedule appointments, events, and travel arrangements for the company
  • Update our database regularly to make sure we have current customer information readily available
  • Keep track of office expenses and perform basic bookkeeping duties to ensure we stay within the budget
  • Purchase office supplies as needed and schedule maintenance for office equipment repairs, if needed
  • Adapt to the team needs and assist with other projects as needed

Insurance Office Assistant Qualifications

  • High school diploma or GED required, Associate’s Degree in business administration or related field preferred
  • 2+ years 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

Insurance Office Assistant Compensation

$15.61 / hour (National Average)


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DISC Optimized

This template has been written for the ideal insurance office assistant's personality type.

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