1 service assistant jobs found in Concord

Robert Half's client is seeking an Administrative Assistant to support insurance operations in Concord, California. This role is ideal for someone who thrives in a fast-paced office environment and can balance client service, documentation, and coordination across multiple priorities. The role will partner closely with two insurance agents, helping keep applications, renewals, and client records organized while ensuring responsive follow-up with carriers and customers. Administrative Assistant Duties: Provide administrative support to two insurance agents handling both group and individual insurance services. Assist with processing and tracking insurance applications to help ensure timely approvals. Perform accurate data entry and maintain client records within the company's CRM system. Upload and organize client information, emails, and documentation. Retrieve and process policy renewals from carrier websites. Communicate with insurance carriers to resolve...