Assistant

Assistant / Insurance Customer Service Representative A locally trusted, relationship-focused insurance agency providing personalized coverage solutions across auto, home, renters, flood, umbrella, and other personal lines. The team is known for delivering responsive, consultative service and building long-term client relationships—not transactional interactions.Position Overview:We are seeking an Executive Assistant/Licensed Customer Service Representative to support the owner of a local insurance office. This is a service first role focused on helping the owner and customers. This is not a high-pressure sales role; the primary focus is support and relationship building.Key Responsibilities:Manage the owner's calendar, schedule meetings, and coordinate appointments.Handle incoming calls, emails, and correspondence on behalf of the owner.Serve as a point of contact between the owner, employees, clients, and business partners.Assist with daily office operations and ensure administrative tasks are completed efficiently.Prepare reports, documents, presentations, and other business correspondence.Coordinate meetings, take notes, and follow up on action items.Track deadlines, projects, and outstanding tasks to keep business priorities on schedule.Assist with onboarding new employees and coordinating internal team communications.Maintain organized records, files, and confidential business information.Communicate with insurance carriers, vendors, and clients as needed.Assist with tracking sales activity, production reports, and agency performance.Anticipate the owner's needs, identify priorities, and proactively resolve administrative issues.Handle special projects and additional responsibilities as assigned.Qualifications:Active Florida 4-40 Customer Representative license preferredPrior insurance agency or customer service experience preferredStrong communication skills with a client-first, relationship-driven mindsetHighly organized with strong attention to detailComfortable handling multiple tasks in a fast-paced environmentTech-savvy and able to learn agency management systemsCompensation Base salary: $50,000 – $60,000 (depending on experience)