To provide the highest level of service to HCLS INSURANCE Agency’s Clients by Freeing Up the Agent's time in all ways possible including:

1) Phones - Answering Phones, Taking Messages and Directing Traffic

2) Client Service Requests - ID Cards, Billing/Payments, General’s, etc. . . .

3) Data Management - Input data into CRM and frequent updating

4) Carrier Requests - Making outbound calls to companies & clients on behalf of agent

5) Do What’s Needed Clause - Do ANYTHING that can free up the agent's time so we can serve more clients and grow.

Competencies Required

Positive Can-Do Attitude

• There is ZERO drama or negativity allowed in our office. We do NOT complain, gossip, or badmouth anybody. We are problem solvers!

Be Reliable:

• Show up on time, every time. Be dependable to your team and customers who rely on your ability and commitment daily.

Work Ethic:

• Bring enthusiasm and energy daily! We all give this 100% here and only get along with people who treat their careers with the same respect.

Coachable:

• Being willing to be coached and staying humble when taking criticism. This is HUGE for our culture and how we operate daily. Anything we say is for the benefit of you, our clients, and our company.

People skills:

• You’re going to be talking with people all day, so you need to enjoy people. (this doesn’t mean you have to be an extrovert).

Process and Systems Driven

• Do things the HCLS INSURANCE agency way. We have processes in place to help us do our jobs efficiently and effectively. We look for ways to improve this daily but don’t implement new ideas unless formally approved and implemented by the whole team.

Integrity:

• Be someone who follows through with what you say. Be HONEST and genuine in all interactions with our team and clients. You are expected to ALWAYS do what’s in the best interest of the client.

Proactivity:

• Here at HCLS INSURANCE agency, we have the standard process we all follow. If you have suggestions that can help improve that process, we expect and encourage you to bring those ideas to our attention. We promise to review and consider every request you bring to the table if you commit to trusting our decision after looking at the whole picture.

Attention to detail:

• You will be tasked with staying organized with all paperwork and data given to you. You’ll be given personal information about clients and things like putting the right social security number on the right spot are VITAL to our clients’ security and their experience with our company. Same as Agency security

High standards:

• Our company is made up of individuals who are hungry to improve their lives every day. We have high standards. You should too. We hold everyone to the highest standards so we can all grow. The CRM data it’s to be kept secretly and private. within the Agency’s. meaning not sharing

Poise:

• You’ll be having crucial conversations daily which - most of the time - are of EXTREME importance to our clients and the Agency. You must be calm under pressure and be able to navigate through emotions to help clients and the Agency in their best and worst of times.

Our Vision Statement is: To provide excellent customer service and align our customers with the planned products and resources that best meet their individual needs. We take this seriously, which is why we are taking this job description so seriously. You’ll be an integral part of our company, achieving our long-term vision and goals.

Admin Assistant Job Description:

Time

• 9 am – 3 pm (Monday through Friday)
• You will also be expected to complete your tasks each day given to you through our CRM system by me and also verbal tasks throughout each day.
• This position is IN THE OFFICE in Mesquite.
• Altogether this is a part-time job, 30 hours/week position.
• Unpaid time off must be requested at least a month in advance if possible.

Compensation

• This position is a 1099 Wage earning position paid on a biweekly basis.
• Opportunity for advancement based on performance.

Job Type: Part-time

Pay: From $18.00 per hour

Expected hours: 20 – 30 per week

Benefits:

• Flexible schedule

Schedule:

• Day shift
• No nights

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Mesquite, TX 75150 (Required)

Ability to Relocate:

• Mesquite, TX 75150: Relocate before starting work (Required)

Work Location: In person