Job Description: Administrative Assistant Insurance

Location: Whitefish, MT, 59937

Job Summary:

We are seeking a detail-oriented and organized Administrative Assistant to join our insurance team in Whitefish, MT. The ideal candidate will provide administrative support to our insurance agents and assist with various office tasks to ensure smooth operations.

Responsibilities:

• Answer and direct phone calls
• Assist with client inquiries and provide excellent customer service
• Process insurance applications and policy documents
• Maintain and update client records and databases
• Schedule appointments and meetings
• Handle incoming and outgoing mail
• Assist with general office tasks as needed

Requirements:

• High school diploma or equivalent
• Previous experience in an administrative role preferred
• Proficiency in Microsoft Office Suite
• Excellent communication and organizational skills
• Ability to multitask and prioritize tasks effectively
• Knowledge of insurance industry a plus