Executive Assistant / Client Services Coordinator

Are you a highly organized, professional, and people-oriented individual looking for an opportunity to grow within a successful insurance and financial services office? We are seeking an Executive Assistant / Client Services Coordinator to help manage the daily operations of our Maryville office while providing exceptional service to our clients and prospects.
Position Overview

• Average 24-28 hours per week
• Flexible Schedule
• In-office position
• 3-4 days per week (occasionally Saturdays for special events)
• Part-time with potential to move into a full-time role
• Performance-based bonus opportunities
• Compensation discussed during the interview process

• Provide outstanding customer service to current and prospective clients
• Handle day-to-day office operations and administrative duties
• Answer phones, emails, and client inquiries professionally
• Schedule appointments and manage calendars
• Make outbound calls to current and prospective clients
• Maintain accurate client records and documentation
• Assist with office organization and workflow management
• Communicate clearly and professionally with clients and team members
• Help resolve client concerns and diffuse difficult situations
• Support the overall growth and success of the organization

• Excellent verbal and written communication skills
• Strong typing and computer proficiency
• Organized with strong attention to detail
• Professional, dependable, and self-motivated
• Ability to manage multiple tasks and priorities
• Comfortable speaking with clients and prospects by phone and in person
• Ability to work independently while contributing to a team environment
• Bilingual candidates preferred (Spanish)

• Current Life & Health Insurance License and/or Property & Casualty Insurance License

• Ability to obtain license within agreed upon time frame

• Opportunity to develop valuable skills in client service, operations, insurance, and financial

• services while advancing your career.