Schedule:

• Monday through Friday  9:30am-2:30pm could potentially change and will definitely increase quickly

Client Timezone:

Client Overview

Join a thriving insurance brokerage that partners with over 35 leading insurance companies to serve hundreds of clients monthly. This dynamic company is led by a collaborative five-person executive team that processes an impressive 250-500+ applications per month. You’ll be working with a fast-growing organization that values client relationships and is actively expanding their operations while implementing cutting-edge CRM technology. This is an excellent opportunity to gain valuable experience in the insurance industry while working with a team that prioritizes both client satisfaction and employee growth.

Job Description

This role offers an exciting opportunity to become an integral part of a high-performing insurance brokerage team where your communication skills and attention to detail will directly impact client retention and business growth. You’ll be responsible for maintaining crucial client relationships, preventing policy cancellations, and supporting lead generation efforts that drive new business. Working closely with executive team members, you’ll handle a diverse range of administrative and customer service tasks in a fast-paced environment that offers excellent exposure to insurance industry operations and valuable professional development opportunities.

Responsibilities

• Conduct proactive client outreach calls to address missed insurance payments and facilitate payment collection
• Manage critical policy retention by contacting clients whose policies are in lapse periods (after missing 2+ payments) to prevent cancellations
• Re-engage dormant leads through strategic follow-up calls to schedule appointments and generate new business opportunities
• Provide dedicated administrative support to five executive team members with their daily client management needs
• Coordinate and track client communications using Google Workspace tools and collaborative systems
• Organize daily contact priorities and manage task coordination through efficient communication channels
• Maintain detailed client records and follow-up activities to ensure no opportunities are missed

Requirements

• Proven experience in customer support, administrative assistance, or back-office operations
• Excellent verbal communication skills with confidence in making high-volume outbound calls
• Strong proficiency with Google Workspace applications (Google Sheets, Google Slides, Google Docs)
• Ability to manage multiple client accounts simultaneously with exceptional attention to detail
• Experience working with shared documents and coordinating tasks through various communication platforms
• Insurance industry experience preferred but not required - training will be provided
• Self-motivated with ability to work independently while maintaining regular communication with team members
• Comfortable adapting to new CRM systems as the company continues to grow and implement new technologies