Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Vision insurance
In-Office MondayFriday 9 AM 4:30 PM
We are seeking a dependable professional Client Services / Office Support Specialist to join our growing Mortgage Company/Insurance Agency. This role is ideal for someone who enjoys working in a structured office environment interacting with clients and supporting day-to-day business operations.
Position Overview
This is a customer-facing in-office role that combines administrative responsibilities client service support and general office operations. The ideal candidate is prompt organized detail-oriented and communicates clearly and professionallyboth in writing and verbally.
Key Responsibilities
- Serve as a first point of contact for clients in person by phone and via email
- Provide administrative and clerical support to mortgage and insurance staff
- Assist with document preparation scanning filing and record maintenance
- Manage incoming and outgoing correspondence
- Support office operations to ensure a professional and efficient workplace
- Utilize Microsoft Office 365 (Outlook Word Excel etc.) and Adobe for daily tasks
- Maintain confidentiality and professionalism when handling client information
Qualifications & Skills
- Prior office or administrative experience required
- Experience in client services or customer-facing roles strongly preferred
- Proficiency with Microsoft Office 365 and Adobe products required
- Strong written and oral communication skills
- Professional demeanor and appearance
- Reliable punctual and able to work consistently 9AM 4:30 PM MondayFriday
- Experience in mortgage insurance or financial services is a plus (but not required)
Compensation
- $50000 base annual salary
- $3000-$10000 annual bonus opportunities
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) retirement plan
Work Environment
- In-office position
- Professional fast-paced environment
- Supportive team atmosphere within the mortgage and insurance industry
Compensation: $50000.00 - $60000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If youre looking for a career that offers flexibility job stability and strong compensation youve come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!
Trusted Choice Independent Insurance Agents protect customers by providing home auto business life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Required Experience:
IC
Benefits:401(k)401(k) matchingBonus based on performanceCompetitive salaryDental insuranceHealth insuranceVision insuranceIn-Office MondayFriday 9 AM 4:30 PMWe are seeking a dependable professional Client Services / Office Support Specialist to join our growing Mortgage Company/Insurance Agency. T...
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Vision insurance
In-Office MondayFriday 9 AM 4:30 PM
We are seeking a dependable professional Client Services / Office Support Specialist to join our growing Mortgage Company/Insurance Agency. This role is ideal for someone who enjoys working in a structured office environment interacting with clients and supporting day-to-day business operations.
Position Overview
This is a customer-facing in-office role that combines administrative responsibilities client service support and general office operations. The ideal candidate is prompt organized detail-oriented and communicates clearly and professionallyboth in writing and verbally.
Key Responsibilities
- Serve as a first point of contact for clients in person by phone and via email
- Provide administrative and clerical support to mortgage and insurance staff
- Assist with document preparation scanning filing and record maintenance
- Manage incoming and outgoing correspondence
- Support office operations to ensure a professional and efficient workplace
- Utilize Microsoft Office 365 (Outlook Word Excel etc.) and Adobe for daily tasks
- Maintain confidentiality and professionalism when handling client information
Qualifications & Skills
- Prior office or administrative experience required
- Experience in client services or customer-facing roles strongly preferred
- Proficiency with Microsoft Office 365 and Adobe products required
- Strong written and oral communication skills
- Professional demeanor and appearance
- Reliable punctual and able to work consistently 9AM 4:30 PM MondayFriday
- Experience in mortgage insurance or financial services is a plus (but not required)
Compensation
- $50000 base annual salary
- $3000-$10000 annual bonus opportunities
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) retirement plan
Work Environment
- In-office position
- Professional fast-paced environment
- Supportive team atmosphere within the mortgage and insurance industry
Compensation: $50000.00 - $60000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If youre looking for a career that offers flexibility job stability and strong compensation youve come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!
Trusted Choice Independent Insurance Agents protect customers by providing home auto business life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Required Experience:
IC
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