Administrative Assistant

Administrative Assistant | Growing Insurance Agency

The Heritage Group is seeking an organized, dependable, and proactive Administrative Assistant to support our growing insurance agency. This position is ideal for someone who takes pride in accurate work, follows through on responsibilities, and enjoys helping a busy team succeed.

We are willing to train a motivated candidate who demonstrates professionalism, accuracy, reliability, and a desire to learn.

Compensation and Benefits

• $45,000 to $55,000 annual salary.
• 100% employer-paid health insurance.
• 100% employer-paid life insurance.
• Dental and vision insurance options.
• Generous vacation, sick, and personal time.
• 401(k) with up to a 4% employer match.

Since 1993, The Heritage Group has provided insurance solutions and professional guidance to businesses and individuals. If you are looking for an opportunity to contribute to a growing, team-oriented agency, we encourage you to apply.

The Heritage Group is an equal opportunity employer.

Compensation:

$45,000 - $55,000 yearly

Responsibilities:

• Provide administrative support to agency team members and management.
• Prepare automobile ID cards, certificates of insurance, and DocuSign requests.
• Enter and maintain accurate client and policy information.
• Organize electronic records and supporting documentation.
• Assist with client communications and service requests.
• Monitor assignments and follow up to ensure timely completion.
• Handle confidential information professionally.
• Support other departments as agency needs and priorities change.

Qualifications:

• High school diploma or GED required.
• At least two years of administrative, clerical, office, or customer service experience.
• Strong Microsoft Outlook, Word, and Excel skills.
• Excellent attention to detail, organization, and follow-through.
• Professional written and verbal communication skills.
• Ability to manage multiple priorities and deadlines.
• Insurance or financial services experience is preferred but not required.

We are willing to train a motivated candidate who demonstrates professionalism, accuracy, reliability, and a desire to learn.

About Company

The Heritage Group has been providing insurance services, solutions, and professional advice to businesses and individuals since 1993. Our approach is highly consultative, leveraging over 100 plus years of combined experience in designing and implementing innovative, comprehensive insurance solutions.

Benefits

• 401(k) employer matching: 4%
• Health Insurance, employer-paid 100%
• Life insurance, employer-paid 100%
• Dental and vision insurance are offered
• Generous vacation, sick, and personal paid time off