Now Hiring: Part\-Time Administrative Assistant (In\-Office)
Company: Central Virginia Financial Services Insurance AgencyLocation: Lynchburg, VASchedule: Part\-Time, In\-Office (11:00 am – 3:00 pm, 3 Days/Week Preferred)Compensation: $13\.00/hour
About Us
Central Virginia Financial Services Insurance Agency is a growing, client\-focused insurance agency committed to serving our community with integrity, care, and professionalism. Our mission is to build lasting relationships while helping clients protect what matters most.
About the Role
We are seeking a dependable and detail\-oriented In\-Office Administrative Assistant to support daily operations. This role is essential in maintaining organization, assisting clients, and allowing our agents to focus on advising and growing the business.
Important Requirements:
- This is an in\-office position; remote work is not available
- A confidentiality agreement will be required due to the sensitive nature of client information, and violations may carry penalties under Virginia state law and applicable federal regulations, including the Gramm\-Leach\-Bliley Act (GLBA)
- Ability to perform print\-merge mailings accurately
- Answer incoming calls and basic inquiries
- Take messages and route communication appropriately
- Schedule and confirm client appointments
- Follow up with clients via phone, text, and email
- Assist with policy changes (address, vehicles, drivers, etc.)
- Provide ID cards and proof of insurance
- Help clients with billing questions and payments
- Gather client information for quotes
- Enter data into quoting systems
- Prepare applications and follow up on pending business
- Track upcoming policy renewals
- Send reminders and schedule review appointments
- Assist in identifying cross\-sell opportunities
- Maintain accurate client records in CRM
- Upload and organize documents
- Assist with general office organization and tasks
- Prepare personalized mailings with professional, legible handwriting
- Perform mail merge tasks as required
- Send follow\-ups, review requests, and referral requests
- Assist with basic client outreach
- Support social media posting and scheduling
- Strong communication and people skills
- High attention to detail and organization
- Comfortable with computers, email, and data entry
- Ability to multitask and stay organized
- Dependable, positive attitude, and willingness to learn
- Ability to print\-merge mailings accurately
- Insurance or financial services background
- Professional, legible handwriting for personalized mailings
- Social media posting and scheduling knowledge
- Flexible schedule within these hours (3 days/week preferred)
- Consistent weekly schedule preferred
- Flexible part\-time hours
- Opportunity to grow with a developing agency
- Supportive, purpose\-driven work environment
- Meaningful role helping clients protect what matters most
- Professional development assistance
* Dependable transportation is a must
* Extreme knowledge of Microsoft Word and related Office programs
Key Responsibilities
Client Communication \& Support
Policy Servicing
Quoting \& Sales Support
Renewals \& Retention
Administrative \& Data Management
Marketing Support
What We’re Looking For
* Extreme knowledge of Microsoft Word and associated programs
Preferred (but not required):
Schedule \& Growth Opportunity
* 11:00 am – 3:00 pm, approximately 12 hours per week
As the business grows, additional hours and performance\-based incentives may become available, but are not guaranteed at this time.
Why Join Central Virginia Financial Services Insurance Agency?
How to Apply
Please submit your resume along with a brief message introducing yourself and your availability.
We’re looking for a dependable, organized, and trustworthy individual ready to contribute to a growing business.
Pay: From $13\.00 per hour
Benefits:
Work Location: In person