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Office Assistant


As the Office Assistant, you will play a role in many of the areas within the company. The general duties of this position revolve around supporting the day-to-day operations of our brokerage firm.

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Examples of Duties Include:


  • Answering the main phone line and fielding calls from agents, clients, and other callers
  • Distributing mail, packages, and other deliveries
  • Monitoring the office-wide fax machine
  • Processing checks and payments from agencies and clients
  • Maintaining the agency management system (Applied Epic)
  • Assisting various office teams with projects as they arise

This is by no means an exhaustive list, but it provides a general overview and introduction to the position.

Our ideal candidate is looking for a part-time position as this is not a full-time one. We offer considerable flexibility when it comes to setting a schedule and expect around 20 to 30 hours a week, preferably spread across all days of the work week. For example, someone who can work Monday through Friday from 10:00AM to 2:00PM each day would be great.

As a candidate, you should be proficient with computers and standard software programs:
(Microsoft Office (Word, Outlook, Excel), Adobe Acrobat), have customer service experience, and have some work experience (1-2 years) in insurance (preferably commercial lines). Experience with an agency management system (especially Applied Epic) is highly valued, but not required.