The Jennifer Haring Agency - Farmers Insurance
Bi-Lingual Insurance Operations Assistant (English-Spanish, Entry-Level, In-Offi
The Jennifer Haring Agency - Farmers Insurance, Keller, Texas, United States, 76244
Job Description
Job Description
We are looking for a
tech-savvy, organized, and proactive Insurance Operations Assistant
to join our fast-paced insurance agency. This is a
full-time, in-office position
combining clerical support, accounting processes, policy handling, and team coordination - supporting mostly our
independent commercial
insurance clients. If you enjoy solving problems, improving workflows, and making sure nothing falls through the cracks, this role is for you. *No license required
to start. Well provide training - and for the right person, we'll cover licensing and help you grow into a long-term role.
Benefits
Hourly Base Salary Based on Experience No Nights or Weekends Bonus opportunities for those who take initiative Full-time, consistent Mon - Fri schedule (8am - 5pm) Paid training and potential licensing reimbursement Growth opportunities in the commercial insurance space Team-oriented, supportive office environment Paid Time Off (PTO)
Responsibilities Key Responsibilities: Process invoices, track payments, enter commissions, and manage AP/AR Enter and update CRM data (Momentum) for all client policies and activities Review submissions from CSRs and Sales Team for completion and accuracy Send/receive documents and reports from carriers, clients, and underwriters Support basic administrative and operational office tasks Monitor task queues and maintain system workflows Assist with automation projects, marketing tasks, and office organization
Requirements Ideal Traits: Bi-Lingual English/Spanish
Required Organized and dependable Tech-forward and curious about automation Loves supporting a team behind the scenes Thrives in a busy, fast-paced office Problem-solver who asks smart questions Interested in growing into a licensed role long-term *****IMPORTANT:
Immediately after applying, you'll be directed to a pre-interview assessment. This step is
required
to be considered for the position. We use this assessment to understand your problem-solving skills and working style before reviewing your resume.
Applications without completed assessments will not be reviewed.
Job Description
We are looking for a
tech-savvy, organized, and proactive Insurance Operations Assistant
to join our fast-paced insurance agency. This is a
full-time, in-office position
combining clerical support, accounting processes, policy handling, and team coordination - supporting mostly our
independent commercial
insurance clients. If you enjoy solving problems, improving workflows, and making sure nothing falls through the cracks, this role is for you. *No license required
to start. Well provide training - and for the right person, we'll cover licensing and help you grow into a long-term role.
Benefits
Hourly Base Salary Based on Experience No Nights or Weekends Bonus opportunities for those who take initiative Full-time, consistent Mon - Fri schedule (8am - 5pm) Paid training and potential licensing reimbursement Growth opportunities in the commercial insurance space Team-oriented, supportive office environment Paid Time Off (PTO)
Responsibilities Key Responsibilities: Process invoices, track payments, enter commissions, and manage AP/AR Enter and update CRM data (Momentum) for all client policies and activities Review submissions from CSRs and Sales Team for completion and accuracy Send/receive documents and reports from carriers, clients, and underwriters Support basic administrative and operational office tasks Monitor task queues and maintain system workflows Assist with automation projects, marketing tasks, and office organization
Requirements Ideal Traits: Bi-Lingual English/Spanish
Required Organized and dependable Tech-forward and curious about automation Loves supporting a team behind the scenes Thrives in a busy, fast-paced office Problem-solver who asks smart questions Interested in growing into a licensed role long-term *****IMPORTANT:
Immediately after applying, you'll be directed to a pre-interview assessment. This step is
required
to be considered for the position. We use this assessment to understand your problem-solving skills and working style before reviewing your resume.
Applications without completed assessments will not be reviewed.