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LGEIS Office Assistant

LGE Community Credit Union
United States, Georgia, Dallas
Jan 15, 2026
This position is responsible for assisting staff by taking phone calls, checking emails, and directing client inquiries to the appropriate department. Additional duties of the LGEIS Office Assistant will include processing paperwork, reporting, and helping to maintain the highest quality of service possible. Job seekers should be organized professionals who bring a positive, problem-solving energy to the office. We are looking for a detail-oriented, friendly, and personable insurance office assistant. What You'll Do Answers phone calls and emails from clients promptly, and directs inquiries/requests to the appropriate staff to ensure client satisfaction Collects/inputs departmental data, prepares/distributes reports, maintains physical and electronic files to support LGEIS agents Support LGEIS by maintaining carrier information which includes: Statement reconciliation, Policy downloads/reconciliation, Gathering carrier promotional data for campaigns, Maintain vendor/carrier contacts via applicable formats Highlight LGEIS services by creating and supporting online marketing, brochures, email campaigns, and social media Plan community events to create marketing opportunities for our client base in order to foster brand awareness and visibility Maintain agency/insurance company manuals to maintain compliance with state insurance commission regulations Maintain Agency Calendar Distributes mail, packages, or office supplies within CUSO/LGEIS Proactively seek opportunities to gain and stay abreast of insurance industry knowledge Maintain familiarity with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations. The regulations include but are not limited to the Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act Who You Are Required: High School Diploma Required: 2+ years customer service experience Required: Proficient in Microsoft Word, Excel, PowerPoint, and general office skills * Preferred: Property & Casualty Insurance industry experience Must be able to maintain a high level of confidentiality Ability to multi-task, strong attention to detail, and excellent time management skills Ability to coordinate and carry out details efficiently Excellent telephone etiquette Human relation skills evidenced by both verbal and written communications Proficient math and analytical skills