Overview
We are seeking a highly organized, motivated, and professional Office Assistant to join our insurance agency on a full-time, on-site basis. This role plays a key part in supporting daily office operations and assisting clients with insurance-related services.
This position is ideal for candidates who hold active Property & Casualty (P&C) and Life & Health insurance licenses, are proactive, and have strong customer service and communication skills. Bilingual abilities in English and Chinese (Mandarin and/or Cantonese) are required for verbal communication.
Duties & Responsibilities
- Perform daily administrative and office support tasks
- Quote insurance policies including Auto, Home, Business, Life, and Health
- Assist clients with premium payments and basic policy services
- Answer phone calls and emails professionally and follow up with client inquiries
- Communicate clearly with clients in English and Chinese (Mandarin and/or Cantonese)
- Maintain accurate client and policy records in agency management systems
- Perform data entry, document organization, and electronic filing
- Support general office operations to ensure smooth daily workflow
Requirements
- Active Property & Casualty (P&C) and Life & Health insurance licenses required
- Bilingual in English and Chinese (Mandarin and/or Cantonese) for verbal communication
- Prior experience in an insurance office preferred
- Strong customer service skills with professional phone etiquette
- Detail-oriented with strong organizational and multitasking abilities
- Basic computer proficiency (Email, Word, Excel, insurance systems)
- Positive, proactive, and growth-oriented work attitude
- Ability to work independently and as part of a team
Position Details & Benefits
- Full-time, on-site position
- Working hours: Monday–Friday, 9:00 AM – 5:00 PM
- Hourly pay: $20–27/hour (based on experience)
- Commission and performance bonuses
- Paid vacation (PTO)
- Paid sick leave
- Long-term career growth opportunities
Job Types: Full-time, Part-time
Pay: $20.00 - $27.00 per hour
Benefits:
- Employee discount
- Paid time off
Work Location: In person
