Personal Assistant / Office Coordinator

Location: Montrose, CO (On-site)

Schedule: Monday – Friday, 8:30 AM – 4:30 PM

Position Type: Full-Time / Salaried

Compensation: Competitive Salary (DOE) + Performance Bonuses

Role Overview

We are seeking a reliable and highly organized Personal Assistant to support the lead Insurance Agent at our Montrose, Colorado office. This position is the backbone of our daily operations, handling essential clerical tasks and ensuring our clients receive the high-quality, local service that defines Colorado Farm Bureau Insurance.

The ideal candidate is a "proactive problem solver" who thrives in a professional office environment and enjoys interacting with the local community.

Primary Responsibilities

• Agent Support: Manage the Agent’s professional calendar, schedule client reviews, and prepare daily briefings.
• Office Administration: Handle all clerical duties including filing, scanning, data entry, and processing incoming/outgoing mail.
• Client Relations: Serve as the first point of contact for the agency; greeting walk-in clients and managing a multi-line phone system with professional etiquette.
• Documentation: Assist in the preparation of insurance applications and ensure all client files meet compliance standards.
• Communication: Coordinate between the Agent and the home office to ensure timely processing of claims and policy updates.

Qualifications & Requirements

• Insurance Licensing: Active licenses in Property & Casualty (P&C) and Life are highly preferred. We are willing to consider unlicensed candidates with strong administrative experience who have an interest in the industry.
• Technical Proficiency: Must be comfortable using Microsoft Office (Word, Excel, Outlook) and capable of learning specialized insurance management software.
• Communication Skills: Strong verbal and written communication is essential for interacting with our Montrose area clientele.
• Professionalism: Ability to handle sensitive financial and personal information with total confidentiality.
• Consistency: Ability to work on-site in Montrose during the designated office hours (8:30 AM – 4:30 PM).

Why Work With Us?

• Stability: A consistent Monday–Friday schedule with no weekend or evening hours.
• Incentives: A base salary tailored to your experience level, plus the potential for bonuses based on performance and office growth.
• Community Focus: Work for an agency that is deeply rooted in the Colorado lifestyle and dedicated to protecting our neighbors.

Work Location: In person