We are offering a permanent employment opportunity for a bilingual Spanish Administrative Assistant in City of Industry, California. In this role, you will be involved in various administrative tasks in our insurance agency, such as processing client applications, maintaining comprehensive client records, and addressing client issues.
Responsibilities
• Accurately processing client insurance applications
• Maintaining a comprehensive and up-to-date database of client records
• Addressing and resolving client inquiries in a timely manner
• Collaborating with management and underwriting to create optimal insurance quotes for clients
• Assisting clients and potential clients through various communication platforms
• Planning and executing marketing events and strategic growth projects
• Developing and maintaining agency relations with partners, vendors, underwriting, and clients
• Utilizing top tier technology to set, achieve and surpass personal and agency goals
• Coordinating with the agency owner to enhance marketing, client management, and relationship skills
• Managing client accounts and taking appropriate action based on account status.
• Minimum of 1 year experience in an administrative role
• Proficiency in answering inbound calls and providing customer service
• Experience in data entry with a high level of accuracy
• Excellent email correspondence skills, ensuring clear and detail oriented communication
• Ability to speak English and Spanish
• Strong knowledge of Microsoft Excel for data organization and analysis
• Familiarity with Microsoft Outlook for managing emails, calendars, and tasks
• Proficiency in using Microsoft PowerPoint for creating impactful presentations
• Advanced skills in Microsoft Word for document creation and editing
• Demonstrated ability to schedule appointments, managing multiple calendars effectively