Administrative Assistant

Client Services Coordinator

Opportunity to Grow into an Account Manager

We are a boutique insurance agency with specialized insurance programs designed for businesses. As our agency continues to grow, we're looking for someone who is organized, dependable, and enjoys working with people to join our team.

This position starts as a client services and administrative support role, but we're looking for someone interested in building a long-term career. The right person will learn our business, work directly with clients, and have the opportunity to grow into an Account Manager position over time.

Insurance experience is not required. We're much more interested in finding someone with a strong work ethic, attention to detail, and a willingness to learn.

What You'll Be Doing

• Answering client calls and emails
• Assisting clients with requests and follow-up items
• Managing documents and maintaining accurate records
• Preparing correspondence and reports
• Scheduling meetings and managing calendars
• Supporting day-to-day agency operations
• Working with our team to ensure clients receive prompt, professional service
• Learning our insurance program and internal processes

As you become comfortable in the role, you'll take on more responsibility and become increasingly involved in client account management.

What We're Looking For

• Strong communication skills
• Good organizational and time management abilities
• Comfortable using Microsoft Outlook, Word, and Excel
• Ability to prioritize tasks and stay on top of details
• Professional and friendly when interacting with clients
• Someone who takes ownership of their work and follows through

Experience in customer service, office administration, banking, hospitality, executive support, or a professional office environment is helpful, but not required.

Who Does Well Here?

People who succeed on our team tend to be:

• Naturally organized
• Reliable and consistent
• Quick learners
• Comfortable talking with clients
• Resourceful problem-solvers
• Looking for a career rather than just their next job

What We Offer

• Competitive pay based on experience
• Paid time off
• Training and ongoing development
• A supportive team environment
• Opportunity for advancement
• Exposure to business owners and decision-makers
• A clear path toward an Account Manager role

A Note About This Position

We're a small business, which means every team member matters. You'll have the opportunity to learn directly from experienced professionals, take on meaningful responsibilities, and play an important role in the continued growth of the agency.

If you're looking for a place where you can learn, grow, and build a long-term career, we'd like to hear from you.

Pay: From $15.00 per hour

Benefits:

• Flexible schedule
• Paid time off

Work Location: Hybrid remote in Fort Mill, SC 29715