Entry Level Insurance Office Assistant

Job Description

Job Description

OBrien Insurance Agency Inc. is a top one-percent, multi-line insurance agency serving clients throughout California. We are known for our high standards, strong client relationships, and commitment to excellence in a fast-moving industry. As our team continues to grow, were looking for a dependable, detail-oriented Administrative Assistant to support our licensed sales agents in our Santa Cruz office.

This is an entry-level position with significant room for growth, offering the right candidate a long-term career path within one of the top-performing agencies in the country.

About the Role

This in-office support role is ideal for someone who is organized, proactive, and comfortable using technology to help keep our team running efficiently. Youll work closely with our sales agents on a variety of support tasksfrom managing documents and client records to assisting with new client onboarding and post-sale follow-up.

Benefits

Hourly Base Salary + Bonus Opportunities

Flexible Schedule

Career Growth Opportunities

Retirement Plan

Mon-Fri Schedule

Hands on Training

Paid Time Off (PTO)

Responsibilities

Key Responsibilities

• Support licensed agents with administrative tasks and daily workflows.
• Assist with scanning, managing documents, and maintaining digital records.
• Help with post-sale follow-up and onboarding new clients.
• Access and organize client information in AgencyZoom and Apex.
• Keep CRM systems current with client notes, status updates, and reminders.
• Use digital tools and systems to automate repetitive tasks and enhance accuracy.
• Ask questions when clarification is needed and communicate clearly with the team. Stay organized and focused in a busy office environment with frequent interruptions.

Requirements

This position includes :

Strong organizational skills and the ability to handle multiple tasks accurately.

A clear, respectful, and responsive communicator in a team environment.

Tech-savvy with a willingness to learn CRM platforms and internal systems.

Reliability and self-motivation, demonstrating initiative and follow-through.

A positive attitude and a team-oriented mindset.

A quick learner who is open to coaching and adaptable to change.

Related office or customer service experience is a plus but not required.

Hourly pay plus performance-based bonuses.

An entry-level role with opportunities for advancement into licensing, client support, operations, and more within the agency.

Prior office or customer service experience is a plus.