Davis Insurance Associates, Inc.
Receptionist & Administrative Assistant
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k) matching
- Company parties
The Receptionist & Administrative Assistant at Davis Insurance Associates, Inc. plays an important role in creating a positive first impression for our clients and supporting the day-to-day operations of our insurance agency.
- Competitive Pay
- Paid Time Off
- Matching Retirement Plan
- Professional Development and Training
- Job Stability in a Growing Industry
- Friendly, Team-Oriented Work Environment
- Opportunities for Growth and Advancement
- Answer incoming telephone calls in a professional and friendly manner and route calls to the appropriate team member.
- Greet clients and visitors and help create a welcoming, professional office environment.
- Assist clients with routine requests and determine the appropriate team member to handle insurance-related questions or service needs.
- Monitor and respond to general office emails, messages, and correspondence.
- Take detailed and accurate messages and ensure they are delivered to the appropriate team member.
- Assist with scheduling appointments and maintaining calendars as needed.
- Process incoming and outgoing mail, documents, electronic correspondence, and other administrative items.
- Scan, upload, organize, and maintain documents and client records within agency systems.
- Assist with data entry and updating client information in the agency management system and other software platforms.
- Provide administrative support to insurance agents, account managers, and management.
- Follow up on outstanding administrative items and help ensure tasks are completed in a timely manner.
- Assist with preparing letters, emails, forms, reports, and other documents.
- Help maintain an organized front office and common work areas.
- Communicate professionally with clients, insurance companies, vendors, and fellow employees.
- Maintain confidentiality of client and agency information.
- Assist with special projects and other administrative duties as needed.
- Previous receptionist, administrative assistant, office, or customer service experience is preferred.
- Insurance experience is helpful but not required.
- Friendly, professional, and comfortable communicating with clients both in person and over the phone.
- Strong written and verbal communication skills.
- Excellent attention to detail and organizational skills.
- Ability to manage multiple tasks and priorities while maintaining accuracy.
- Dependable, punctual, and able to follow through on assigned responsibilities.
- Comfortable working in a fast-paced office environment and assisting multiple team members.
- Strong computer and technology skills, including email, web-based applications, and Microsoft Office programs.
- Ability and willingness to learn new software and office systems.
- Professional appearance and demeanor.
- Positive attitude and a team-oriented mindset.
- Ability to handle confidential information with discretion.
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a Big I South Carolina member agency is a great career choice!
Big I South Carolina is the states oldest and largest trade association of property and casualty insurance agents. Our members are small business owners who represent more than one insurance company and sell all types of insurance. As a result, they can offer clients a wider, trusted choice of auto, home, business, life and health insurance products. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
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