Administrative Assistant

Founded in 2002 in Rancho Cordova, CA, Inszone Insurance Services is a customer-centric, full-service insurance agency delivering personalized and comprehensive insurance solutions. The company expanded into Nevada in 2018 and Arizona in 2019, and through partnerships with BHMS Investments and Lightyear Capital, now covers nearly half the country. Inszone has grown from 25 employees to over 1,000 and was ranked #29 on Insurance Journal’s Top 100 Property/Casualty Agencies list.

About the role

An Administrative Assistant provides essential clerical and organizational support to ensure the efficient operation of an office. This role involves a variety of tasks, including answering phones, scheduling appointments, managing files, handling correspondence, and preparing documents. The candidate selected for this role will have the potential to grow into an insurance producer, which offers additional compensation opportunities.

Responsibilities

• Answering phones, taking messages, directing calls, and managing emails and other correspondence.
• Greeting visitors and clients to the office.
• Managing calendars, scheduling appointments, and coordinating meetings and travel arrangements.
• Maintaining physical and digital files, databases, and other record-keeping systems.
• Preparing, editing, and proofreading documents, reports, and presentations.
• Ordering supplies, managing office equipment, and coordinating maintenance.
• Assisting with the planning and coordination of meetings, conferences, and other events.
• Assisting with various projects as called upon.
• Inputting and updating information into various systems and databases.

Requirements

• High School Diploma or equivalent.
• Prior experience in a similar office support role – especially in the insurance field – is helpful but not required.

Qualifications

• Communication Skills: Excellent verbal and written communication skills are crucial for interacting with colleagues, clients, and vendors.
• Professionalism: Maintain the utmost of proper decorum in every interaction, in both appearance and action.
• Organization and Time Management: Strong organizational and time management skills are essential for managing multiple tasks and deadlines.
• Computer Proficiency: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software.
• Attention to Detail: Accuracy and attention to detail are important for tasks like data entry and document preparation.
• Problem-Solving: The ability to identify and resolve issues that may arise in the workplace.
• Adaptability: The ability to adapt to changing priorities and work environments.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Benefits

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options.
• Paid time off, accrued paid sick days and time off to devote to your favourite charity.
• Paid Holidays, including the day after Thanksgiving.
• 401K retirement program with company contribution matching.
• Access to our Employee Assistance Program.