Insurance Office Assistant - STP Enterprises : Job Details

Insurance Office Assistant

The Full-time Office Assistant provides comprehensive administrative and secretarial support to the owners and executives of S.T.P. Enterprises, Inc., to ensure efficient operation and excellent customer service for clients.

Responsibilities:

Accurately type and prepare correspondence and legal documentation

Coordinate and track daily schedule for one owner

Schedule materials for meetings and assist with follow-up after meetings

Assist in the production of marketing materials, correspondence, and client mailings

Demonstrate proficiency in social media platforms

Utilize client database for efficient record-keeping

Reception

Coordinate sales efforts and follow up with team members to achieve goals

Support marketing efforts through coordinated email, social media, and direct mailings

Act as a member of the customer service team

Receptionist duties, including setting up the conference room for meetings and lunches

Greet visitors and arrange transportation services when needed

Perform light personal assistant duties

Qualifications:

High school diploma or GED required, Associates Degree in business administration or related field preferred

2+ years of work experience in administrative support, customer service, or insurance industry is preferred

Proven track record of strong organizational skills, problem-solving skills, and communication skills, both written and verbal

Proficient data entry skills

Strong computer skills, including the ability to use Excel and standard word-processing programs

Appointment setting experience

TEAMS and Zoom experience

Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint)

CRM experience

Ability to assist with the production of marketing materials

About Company:

STP Enterprises, Inc. is a nationwide life insurance agency concentrating primarily in the marketing of innovative life insurance solutions. We have an established tradition of providing our customers with the highest quality insurance products and services available. Our ability to carry on this tradition and to grow within the industry is directly related to the performance, enthusiasm and loyalty of our employees.

STP Enterprises, Inc. and its founders have been leaders in the insurance industry since the late 1960s. As an insurance brokerage, service to our clients and business associates is of paramount importance. Throughout the years, our service and the insurance products we have offered to our clients have maintained a standard of excellence.