Licensed Insurance Assistant (Property & Casualty)
Job Description
**Company:** Gresham Insurance Agency LLC
**Location:** Clackamas, Oregon (In-Person, Hybrid, or Remote opportunities available)
**Employment Type:** Part-Time (10-15 hours per week)
**Compensation:** $17.00 - $20.00 per hour (Depending on Experience)
## About Us
Gresham Insurance Agency LLC is a dedicated, client-focused agency committed to providing top-tier insurance solutions. We are looking for a detail-oriented, energetic, and licensed bilingual (English/Spanish-preferred, not required), Insurance Assistant to join our team part-time. If you are organized, love helping people, and have a solid foundation in insurance, we want to hear from you!
## Job Summary
As an Insurance Assistant, you will play a crucial role in supporting our daily operations, servicing accounts, and ensuring our clients receive exceptional service. This role requires a blend of administrative excellence, strong data management skills, and the ability to communicate fluently with our diverse client base.
## Location & Workplace Flexibility
* **Residency Requirement:** Candidates **must be located in the state of Oregon**.
* **Work Arrangements:** We offer flexible options to fit your lifestyle! This position is open to **In-Person**, **Hybrid**, or **Fully Remote** setups for the right candidate.
## Key Responsibilities
* **Account Support:** Assist with servicing both **Personal Lines** and **Commercial Lines** insurance accounts.
* **Client Communication:** Answer incoming inquiries, appointment setting, servicing existing book of business, make follow-up calls, and assist clients in both English and Spanish.
* **Data & Reporting:** Maintain spreadsheets, organize client data, and track renewals using advanced Excel functions.
* **Administrative Tasks:** Process policy changes, handle documentation, and support agents to ensure smooth daily operations.
## Required Qualifications & Skills
* **Experience:** Proven experience working in the insurance industry, with direct exposure to both **Personal Lines and Commercial Lines**.
* **Language:** Fully **Bilingual (English and Spanish)** is preferred but not required. You must be comfortable speaking, reading, and writing in both languages to assist clients effectively.
* **Technical Skills:** **Full knowledge of Microsoft Excel** (e.g., managing formulas, sorting data, and formatting spreadsheets efficiently).
* **Traits:** Strong organizational skills, excellent attention to detail, and a professional phone demeanor.
## Schedule & Benefits
* **Hours:** Flexible part-time schedule consisting of **10 to 15 hours per week**.
* **Pay:** Competitive hourly rate between $17.00 - $20.00/hour, matched to your level of experience.
> **To Apply:** Please submit your resume highlighting your insurance experience, location within Oregon, and appointment setting proficiency.
