Home > About > Careers > Agency Assistant

Agency Assistant


  • As the “first face” of American Trust Insurance, the Agency Assistant needs to create a welcome environment, through kindness and sincerity, when answering the phone or greeting customers.


  • Always greets callers and visitors with a warm smile; helpful to the needs of staff and visitors; takes pride in the agency’s physical appearance; driven by fairness; passionate about follow-up; organized; predicts rather than reacts.


  • Answers incoming calls within three rings, positively and warmly.
  • Directs callers and walk-in traffic to appropriate people.
  • Offers refreshments and other comforts to all visitors.
  • Returns to on-hold calls every 45 seconds, asking caller to keep holding or forward to voicemail/leave a message.
  • Active in every call group in phone system.
  • Perform open and closing duties of the office area at designated times.
  • Complete document scanning daily.
  • Process customer payments: physical deposits, payments not requiring reinstatement
  • Maintains a neat, attractive office area.
  • Process centralized mail—incoming and outgoing.
  • Collects, date-stamps, and distribute daily mail to appropriate party.
  • Assist with projects as needed including printing documents, assembling proposals, policies and preparing documentation as directed.
  • Assists Account Executives and Account Managers as needed to take first reports of claims.
  • All other duties as assigned by management.


  • High School Diploma; college degree preferred.

To Apply: