Position Type: Part-Time | 20–30 Hours Per Week
Work Arrangement: Remote
Schedule: Flexible, with a preference for consistent weekday availability
Position Overview
An established, independent insurance agency is seeking a motivated, highly organized professional to join its growing team in a multifaceted, part-time position. This is an excellent opportunity for an experienced professional looking to maintain a meaningful career while enjoying greater flexibility and work-life balance.
Unlike a traditional customer service or administrative position, this role combines client relationship management, insurance account support, business operations, and marketing coordination. The individual will serve as a trusted point of contact for clients, take ownership of day-to-day service needs, and contribute to the continued growth and development of the agency. This role is not a sales role and does not involve cold-calls 😊
The ideal candidate is a self-starter who takes pride in their work, communicates exceptionally well, and enjoys building relationships. A background in insurance is beneficial but not required. Individuals with experience in business, banking, financial services, education, marketing, or other professional environments are encouraged to apply.
Key Responsibilities
Client Relationship Management & Insurance Support
- Serve as a primary point of contact for clients, providing a high level of personalized service and support.
- Manage personal lines policy renewals, review coverage changes, and assist clients with ongoing insurance needs.
- Proactively communicate with clients regarding renewals, policy updates, and potential coverage considerations.
- Consult with clients to help them understand their insurance coverage, identify potential gaps, and make informed decisions.
- Handle new business inquiries, policy changes, and general service requests.
- Assist clients with claims reporting, follow-up, and communication with insurance carriers through resolution.
- Coordinate with insurance carriers, mortgage lenders, financial institutions, and other third parties as needed.
- Build and maintain strong client relationships while contributing to the agency’s overall retention and service objectives.
Client Services & Agency Operations
- Manage incoming calls, emails, and client correspondence.
- Coordinate policy documentation, information requests, and other administrative needs.
- Maintain accurate client records and ensure timely follow-through on outstanding items.
- Navigate carrier platforms and internal systems to support day-to-day agency operations.
- Identify opportunities to improve processes, enhance the client experience, and support overall agency efficiency.
Marketing & Business Development Support
- Assist with the agency’s digital presence across LinkedIn, Facebook, and Google Business Profile.
- Develop and coordinate social media content and marketing initiatives.
- Assist with website updates, search engine optimization (SEO), and ongoing website improvements.
- Monitor website and social media performance and help identify opportunities to increase visibility.
- Coordinate traditional marketing initiatives and other activities that support the agency’s continued growth.
Qualifications
- Bachelor’s degree required.
- Strong professional communication skills, both written and verbal.
- Exceptional attention to detail and organizational skills.
- Self-motivated with the ability to independently manage responsibilities and prioritize competing demands.
- Strong critical-thinking and problem-solving abilities.
- Professional presence and the ability to build trust and credibility with clients.
- High level of integrity, sound judgment, and a strong ethical foundation.
If you’re an accomplished professional looking for a flexible opportunity where your experience, judgment, and contributions are genuinely valued, we’d welcome the opportunity to connect.
