Personal Assistant For Insurance Agency - Part-Time

Personal Assistant (Insurance Agency)

We are seeking a highly organized, proactive, and responsible Personal Assistant to support a busy insurance agency leader. The successful candidate will play a key role in managing administrative duties, client servicing, scheduling, and daily operations to ensure smooth business activities.

Key Responsibilities:

1. Manage appointments, calendars, and meeting schedules.
2. Coordinate client reviews, policy servicing appointments, and follow-ups.
3. Assist in preparing quotations, proposals, and client presentation materials.
4. Handle administrative documentation and ensure proper record keeping.
5. Support client onboarding, policy submissions, and servicing requests.
6. Liaise with clients regarding appointments, documentation, and general enquiries.
7. Manage social media postings, marketing campaigns, and event coordination when required.
8. Assist in organizing client appreciation events, seminars, and team activities.
9. Monitor outstanding tasks and ensure timely follow-up with clients and business partners.
10. Provide personal administrative support and ad-hoc assistance as required.

Requirements:

1. Minimum Diploma qualification preferred.
2. Prior experience in administration, customer service, personal assistant, or insurance-related roles will be advantageous.
3. Strong organizational and multitasking skills.
4. Proficient in Microsoft Office (Word, Excel, PowerPoint) and digital tools.
5. Good communication and interpersonal skills.
6. Detail-oriented, responsible, and able to maintain confidentiality.
7. Self-motivated with a positive attitude and willingness to learn.

What We Offer:

1. Supportive and growth-oriented work environment.
2. Opportunities for personal and professional development.
3. Performance-based incentives and bonuses.
4. Exposure to the financial services and insurance industry.

If you enjoy working in a dynamic environment, interacting with clients, and supporting a growing business, we would love to hear from you.