Office Assistant (Bilingual Preferred)
De Leon & Associates Financial and Insurance Solutions
A Horace Mann Agency, Humble/Atascocita, TX 77346
O:
click to display phone number(832) 644-5035
| email: brig.deleon@horacemann.com
Niche Market: Educators
Offering: Auto, Home, Life and Retirement/Investment Products
Need a reliable, organized Office Assistant to manage the day-to-day administrative aspects of running the business. The successful applicant will have a positive attitude, a desire to work efficiently, ability to make outbound calls to prospects/clients and excellent client-facing communication skills. We're looking for someone who can operate effectively with little or no supervision and is able to manage multiple tasks without becoming overwhelmed.
Tasks:
• Answer phone and direct calls as required
• Schedule Appointments
• Use CRM to determine client service issues
• Use CRM to market to clients & prospects
• Maintain Quote Sheet
• Read and route incoming mail and process outgoing mail
• Create, edit, and update spreadsheets
Skills and Requirements:
• 2+ years of experience in an administrative capacity
• 1+ years customer service experience
• Familiarity with mobile technology
• Pleasant, friendly disposition
• Strong interpersonal communication skills
Job Type: Monday thru Friday (8:30 A.M. till 5:30 P.M.)
Experience:
• office assistant and customer service (Preferred)
• Bilingual (Spanish) - Preferred
Education:
• High School or Equivalent (Required)
Location:
• Humble/Atacocita, TX