Insurance Client Administrator

Patrick McNealis Insurance and Financial Group
Shavertown, PA

Job Description

Job Description

Welcome to Highstreet Insurance, where we believe in providing exceptional service with a personal touch. Nestled in the heart of Shavertown, Pennsylvania, our office is a hub of activity, and we're looking for a friendly and organized Insurance Administrative Assistant to join our close-knit team. If you find joy in helping people, have a knack for keeping things running smoothly, and enjoy being the first point of contact for clients, this could be the perfect fit for you. You'll play a crucial role in our daily operations, ensuring our clients feel valued from the moment they connect with us. This isn't just a job; it's an opportunity to become an integral part of a supportive environment where your contributions make a real difference. We're excited to find someone who shares our commitment to service and wants to grow with us.

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Dental Insurance

Responsibilities

Greet clients warmly and provide a welcoming atmosphere in the office.

Answer phone calls, direct inquiries, and take accurate messages.

Schedule and confirm client appointments with agents.

Assist with processing new insurance applications and policy changes.

Manage and organize client files, both physical and digital.

Handle general office administrative duties, including mail, scanning, and filing.

Provide support to the insurance agents as needed.

Maintain a high level of confidentiality regarding client information.

Requirements

High school diploma or equivalent required; Associate's degree preferred.

Previous administrative or customer service experience is a plus.

Excellent verbal and written communication skills.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Strong organizational skills and attention to detail.

Ability to manage multiple tasks and prioritize effectively.

A positive attitude and a genuine desire to help others.

Posted 2026-03-20

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