Administrative Assistant

Administrative Assistant
Location: Hybrid/Remote
Pay Range: $15–$20/hour
Position Type: Full-Time or Part-Time
Reports to: Agency Owner
Travel Required: Annually
Date Revised: 5/14/2025

About the Role

Olive Branch Insurance Agency is seeking a motivated and organized Administrative Assistant to join our team. This individual will play a key role in supporting daily operations, managing customer communication, and enhancing workflow efficiency. The ideal candidate is detail-oriented, tech-savvy, and comfortable working independently.

Key Responsibilities

Lead Management & Policy Renewals

• Schedule Risk Assessment and Policy Review appointments via phone, email, and text
• Identify renewal opportunities and generate referrals
• Support producers with business development and event calendar management

• Manage client applications and secure necessary signatures
• Handle basic billing and payment follow-up
• Maintain up-to-date client records and verify lead sources
• Assist producers with data entry and other administrative duties

• Answer and route phone calls professionally
• Guide clients through onboarding and digital platforms
• Send ID cards and manage policy change requests
• Assist with insurance claims from start to finish

• Communicate professionally through phone and email
• Support marketing efforts including content creation and social media
• Collaborate with team members to improve agency performance

• Meet every 90 days to review performance and growth opportunities
• Eligible for pay increases and occasional bonuses based on performance

• Excellent verbal and written communication skills
• 1–2 years of relevant experience in customer service
• Comfortable using technology and learning new platforms

• Associate’s or Bachelor’s degree
• Social media and content creation experience
• Strong time management and organizational skills

• Flexible remote work with quarterly in-person meetings
• PTO for major holidays and a self-care day
• Annual PTO: 40 hours (full-time) / 20 hours (part-time)