INSURANCE OFFICE ASSISTANT

Zeco Miami Is a Small, Family-Owned Insurance Agency Operated by A Father and Daughter Team. With A Strong Commitment to Providing Exceptional Service, Zeco Miami Specializes In Offering Insurance Solutions Tailored To Meet The Unique Needs Of Its Clients. Leveraging Their Extensive Industry Knowledge and Experience, The Team At Zeco Miami Strives To Protect Individuals, Families, And Businesses By Offering A Wide Range Of Insurance Products And Personalized Coverage Options. With A Focus on Building Lasting Relationships And Delivering Peace Of Mind, Zeco Miami Is Dedicated To Being A Trusted Advisor And Reliable Partner For All Insurance Needs.

GENERAL JOB DESCRIPTION

1.  The Insurance Agent Assistant Position at Zeco Miami Insurance Agency Offers An Exciting Opportunity To Join A Small, Family-Owned Agency As An Integral Part Of The Team.

2.  As An Insurance Agent Assistant, You Will Support the Agents In Various Administrative Tasks, Including , Preparing Quotes, Communicating with clients, and Maintaining Client Files.

3.  Your Attention to Detail, Organizational Skills, And Ability to Provide Excellent Customer Service Will Contribute to The Smooth Operation Of The Agency. This Role Is Ideal for Someone Who Is Detail-Oriented, A Strong Communicator, And Eager To Learn About The Insurance Industry. 

4.  By Assisting The Agents, You Will Play a Vital Role in Helping Zeco Miami Deliver Exceptional Service To Its Clients And Uphold Its Commitment To Protecting What Matters Most.

5.Hybrid Schedule is contingent to business needs.

DUTIES AND RESPONSIBILITES:

⁃        As An Insurance Agent Assistant, You Will Support the Agents in Various Administrative Tasks, Including Processing Applications, Preparing Quotes, And Maintaining Client Files. Obtain And Maintain Patient Demographic Information. Etc.

⁃        Handle Incoming Calls, Text, WhatsApp Messages and Inquiries from Clients, Providing Excellent Customer Service and Addressing Their Needs or Directing Them to The Appropriate Agent.

⁃        Schedule Client Appointments, Agent Meetings, And Maintain Calendars for The Insurance Team.

⁃        Assist In Generating Leads and Identifying Potential New Business Opportunities Through Research and Data Analysis.

⁃        Conduct Basic Insurance Policy Reviews for Clients, Identifying Coverage Gaps and Recommending Appropriate Solutions.

⁃        Assist In Organizing and Coordinating Agency Events, Such as Client Appreciation Events or Educational Seminars.

QUALIFICATIONS FOR THE JOB:

Education:

-    High School Diploma or Equivalent.

Experience:

⁃    Familiarity With Insurance Terminology, Policies, And Coverage Options Is A Plus but NOT REQUIRED

-    Experience in the insurance industry, preferably in an administrative or support role. NOT REQUIRED

-    Proven track record of providing exceptional customer service to clients.

-    Ability to handle confidential information with professionalism and discretion.

-    Strong knowledge of administrative and office procedures.

-    Ability to work collaboratively as part of a team, as well as independently with minimal supervision.

-    Excellent problem-solving skills and the ability to adapt to changing circumstances.

-    Strong attention to detail and accuracy in data entry, document preparation, and record keeping.

KEY COMPETENCIES:

⁃        Strong Attention to Detail and Excellent Organizational Skills.

⁃        Strong Organizational and Time Management Skills, With the Ability To Prioritize Tasks And Meet Deadlines.

⁃        Excellent Communication Skills, Both Verbal And Written, With A Professional And Courteous Demeanor.

⁃        -Proficient Computer Skills, Including MS Office Applications.

⁃        Eagerness To Learn And Develop Knowledge Of Insurance Products And Industry.

⁃        Ability To Work Collaboratively In A Team Environment.

⁃        Professional And Courteous Demeanor When Interacting With Clients And Colleagues.

⁃        Strong Work Ethic And Willingness To Take On Tasks As Assigned.

⁃        Ability To Prioritize Tasks And Manage Time Effectively.

⁃         -A Positive Attitude, Willingness To Learn, And Adaptability To A Dynamic Work Environment.

We offer a supportive and family-oriented work environment where your contributions are valued and rewarded. If you are a self-motivated professional with a passion for helping individuals and families protect what matters most to them, we would love to hear from you.

Please submit your resume and a cover letter detailing your relevant experience and why you are interested in joining our team.