Customer Service & Administrative Assistant

We are seeking a dependable and experienced Customer Service & Administrative Assistant to support our office operations. This role requires someone who is proactive, detail-oriented, and confident in direct communication with clients. You will be involved in both customer-facing tasks and back-office support.

Key Responsibilities:

• Handle incoming customer inquiries via phone, email, and chat in a professional and friendly manner

• Communicate directly with clients, explaining services and guiding them through processes

• Process insurance documentation, applications, and related paperwork

• Assist with general administrative and financial tasks such as invoice tracking, basic reporting, and data entry

• Maintain organized records and manage digital files

• Coordinate daily operations and provide flexible support to the team as needed

Requirements:

• Minimum 2 years of customer service experience, preferably within insurance or financial services

• Strong oral communication skills—you’ll be speaking directly with clients

• English proficiency at C1 level or higher (spoken and written)

• Ability to work effectively during US Eastern Time (EST) business hours

• Familiarity with customer support tools, CRM systems, spreadsheets, and cloud-based platforms

• High attention to detail, reliability, and ability to work independently