Administrative Assistant

Concord Financial Alliance Hired Organization Address Columbia, MO Full Time

Job Posting for Administrative Assistant at Concord Financial Alliance

Job Description

The Administrative Assistant position will involve answering multiple phone lines, providing customer service to agency customers, greeting office visitors throughout the day, drafting letters & reports, and other additional clerical duties as directed by the agency owner or associates.

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Our agency is growing and Concord Financial Alliance wants you! As an award winning insurance agency, we are always looking to stay one step ahead of the game. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential!If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Columbia insurance agency today! Our reputable insurance agency is looking for an exceptional insurance personal lines customer service representative to join our team. At Concord Financial Alliance we pride ourselves on our outstanding insurance products and customer service.If you are looking to work for a well-established, best in class insurance agency, then apply today because we are hiring! Come join an agency that is committed to helping our clients choose the best insurance coverage to meet their needs while providing every customer with the all-star service they deserve! If you are hard-working and empathetic then the role as Insurance client advisor is for you!


Paid Holidays

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Weekends Off

Holidays Off

Hands On Training

Salary Based on Experience


  • Process customer policy change requests.
  • Complete Evidence of Insurance requests.
  • Take premium payments from customers.
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
  • Answer incoming phone calls on the first ring.
  • Generating insurance quotes.
  • Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
  • Schedule appointments for sales staff to meet prospective customers.


  • Must pass both criminal and financial background checks
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication/interpersonal skills.
  • Confident, self-starter who works well independently.
  • A Property & Casualty license is preferred but will train good individual.
  • Professional phone etiquette.
  • No insurance experience required but must be willing to learn

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