Office Administrator/Clerical for Insurance Agency

Position Overview

We are seeking a Client Services Associate with strong customer service skills and experience in a professional office environment. This role supports our advisors and clients by ensuring smooth operations, clear communication, and a welcoming, organized atmosphere.

Key Responsibilities

• Greet clients and provide an exceptional in‐office and phone experience
• Support advisors with client meeting preparation, follow‐up, and documentation
• Maintain accurate client records and assist with paperwork processing
• Manage scheduling, appointment reminders, and client communications
• Assist with workshop/event coordination and follow‐up
• Uphold firm standards of professionalism, confidentiality, and client care

Qualifications

• Prior experience in financial services, insurance, banking, or a professional office setting preferred
• Strong customer service and communication skills
• Detail‐oriented with excellent organizational habits
• Comfortable learning new systems and following established processes
• Professional demeanor and ability to work well in a team environment
• High level of integrity and commitment to fiduciary standards