Insurance Office Support Specialist

I need a proactive assistant who can jump straight into the day-to-day rhythm of a property & casualty agency that writes home, auto, and small-business policies. The work is ready to start immediately and accuracy, clear communication, and a calm phone manner are crucial.

Here is what I expect you to handle for me:

• Answer inbound customer calls, triage questions, and set precise follow-up appointments so no conversation is left hanging.
• Update client financial details and policy records in our management system the same day they are received, keeping compliance spotless.
• Organize digital and paper documents, naming and filing them so they are retrievable in seconds, and compile concise training handouts or short screen-record videos whenever a new process rolls out.

You will be working with standard agency tools (think Applied, EZLynx, or a comparable CRM), Microsoft 365, and cloud storage. If you already know any of those platforms, great—if not, be ready to learn quickly.

Turnaround is ASAP: once we agree on access, I will walk you through the workflow and expect you to take ownership from day one. Accuracy logs, call notes, and properly filed documents will serve as the acceptance criteria for each week’s work.