Administrative Assistant - JC Roberts Insurance Company

Are you an experienced admin professional who is ready to join forces with a dynamic Entrepreneur? JC Roberts Insurance Agency is looking for a detail-oriented, steady teammate with organizational superpowers to help manage the owner's workload, inbox, to-dos, and collaborate with the team to serve their clients with the utmost excellence and speed.

Job highlights:

• Keller, TX-based, in-person administrative role
• Part-time
• Small team, growing client-base
• $21-$28/hr

Read on for application instructions and to find out if this opportunity is the right fit for you.

Who are we at JC Roberts Insurance?

We help business owners with all their insurance needs from General Liability to Employee Benefits through education, options, and savings. Our calling is to transform insurance into an uncomplicated, understandable, and effortless experience. Our DNA is designed to serve and keep long-term clients:

1. Integrity above all: Always do what's best for the customer even if it requires sacrifice on our part.
2. Seek Excellence: Striving for accuracy and precision in all things will lead to excellence. Diligently using our procedures and processes will catch issues before there is a problem.
3. We are Speed: Be quick to respond to our current customer needs and faster to respond to new customer opportunities.
4. Easy Street: It shouldn't be difficult to be our customer. Ease the customer through the whole process to make insurance uncomplicated.
5. No fries with that! We do not take quoting orders. We review coverages to find the right insurance and educate the customer so they are informed buyers.

We are looking for an Administrative/Executive Assistant with these qualities:

• Self-starter and strong finisher: a confident, proactive individual with a whatever it takes to get the job done attitude
• Quick learner: it's okay if you're not familiar with insurance terminology, we're happy to teach you our ways
• Exacting process follower with common sense and good judgment: our processes are well built-out to efficiently serve clients. Because we custom tailor coverage for each client, sometimes curveballs are thrown our way. Here's our curveball for you: mark your resume and cover letter with the words Easy Street in red to stand out during the application process. 
• Grounded in strong values: we value integrity, honesty, and outstanding work ethic, hope you do too!

Your responsibilities will include but are not limited to:

Administrative/EA tasks:

1. Monitoring owner's email and social media inboxes for client & prospect inquiries
2. Managing multiple calendars and setting appointments
3. Initiate regular meetings with the owner regarding office, client, & to-do list updates

Client/Vendor/Team Care:

1. Client/prospect communication
2. Send clients some love to let them know that they matter
3. Work with other team members to relieve them of various admin tasks
4. Send information to clients as per their/owner's request
5. Pay carrier invoices on time (light AP/AR work)
6. Organize team lunches, and add a personal touch to our busy work environment

What we offer is a steady, fast-paced work environment.

Pay is somewhere between $21 - $28 per hour based on experience. Office hours are Monday through Friday during business hours (8:30-5), in-office presence is required. We are looking to hire the right person at a 20-30 hour capacity, based on availability.