Office Assistant- Insurance Agency

Job Description

Job Description

Welcome to Kailee Conner Insurance Agency, where were more than just an insurance agency were a dedicated team committed to serving the Ofallon, Illinois community with genuine care and expertise. We believe in building lasting relationships with our clients by providing them with not just insurance, but peace of mind. If you have a passion for helping others and a knack for keeping things running smoothly, we invite you to join our close-knit team as a Licensed Office Assistant. Youll be instrumental in supporting the Agent and ensuring our clients receive outstanding service every step of the way. This is a fantastic opportunity to grow within a supportive environment that values your contributions and encourages your professional development. Come be a part of something special, where your role makes a real difference!

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

In Office Coffee

Paid Holidays

Mentorship with Established Agent

Work-Life Balance

Retirement Plan

Flexible Schedule

• Greet clients warmly and professionally, whether in person or over the phone.
• Assist the Agent with client service tasks, including policy changes and endorsements.
• Process new business applications and renewals accurately.
• Manage client files, ensuring all documentation is complete and up-to-date.
• Schedule appointments and manage calendars for the Agent.
• Handle general office inquiries and direct them to the appropriate team member.

• Valid Illinois Property & Casualty Insurance License (In Force or willing to obtain within 30 days of hire; licensing fees will be reimbursed.)
• Previous experience in an insurance agency setting preferred but not required.
• Strong organizational and time-management skills.
• Excellent communication abilities, both written and verbal.
• Proficiency with agency management software and standard office applications.
• A proactive and helpful attitude.