Demo

Office Assistant

Charles Avery Farmers Agency
Saint Louis, MO Full Time
POSTED ON 12/8/2024
AVAILABLE BEFORE 2/6/2025

Join The Avery Agency, a growing agency located in Saint Louis, Missouri, as our new office assistant. We are looking to grow into the #1 agency in the Missouri market for insurance. At our agency, we value growth, hard work, and high-quality service. Your role will be essential in supporting our team and ensuring the smooth functioning of day-to-day operations. The ideal candidate is honest, trustworthy, detail-oriented, task-oriented, and willing to work extra hours if needed. We are seeking a proactive individual who is excited to contribute to our success and grow with us.


Pay is hourly based on experience and frequent bonus opportunities will be available based on agency growth.


Also, the new office location starting on 01/02/2025 is 16024 Manchester Road, Ellisville, MO 63011.



Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Flexibility within Schedule


Responsibilities

Coordinate/manage: schedules, appointment setting, agency meetings, reminders, and more for the agency owner and our producers as needed.

Handle certain inbound calls from current clients or prospects with care as instructed.

Assisting with agency CRM systems on a day-to-day basis.

Performing minor accounting duties.

Helping onboard new employees and overseeing general onboarding miscellaneous tasks such as coordinating with individual employees on completing certain CAST tasks.

Documenting processes, scripts, and procedures for the agency, such as step-by-step onboarding task lists for new employees.

Maintaining comprehensive and accurate records.

Preparing data as daily reports to the agency owner and creating weekly data meeting reports for the agency.

Conducting meetings with producers to facilitate self-evaluation and introspection from failed or successful sales pitches or calls. Then, condensing the information and preparing a quicker meeting for the agency owner to further follow up on.

Engaging occasionally in marketing campaigns such as filling out mail for birthdays, thank you cards, quotes, and new prospecting mailers.

Work independently without much supervision.

Assist in special projects, research, and presentations as needed by the executive team.

Obtain a property and casualty license to help manage current customers as needed. We will pay for your license.


Requirements

Experience: Proven work experience as an Office Assistant or similar role.

Organizational Skills: Strong organizational and multitasking abilities to handle multiple priorities effectively.

Communication: Excellent verbal and written communication skills.

Discretion: Ability to handle confidential information with integrity and professionalism.

Detail-Oriented: Meticulous attention to detail and accuracy in all tasks.

Initiative: Proactive and self-motivated with the ability to take initiative and work independently.

Proficiency: Advanced knowledge of Microsoft Office Suite and other relevant software applications.

Salary : $18 - $22

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