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Agency Operations Coordinator

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Posted May 01, 2025
Job Description

Position Summary:

We are seeking a sharp, reliable, and professional Agency Operations Coordinator to serve as the backbone of our day-to-day operations. This in-office position is ideal for someone who thrives on structure, enjoys wearing multiple hats, and takes pride in keeping things running efficiently. You will be the first voice clients hear and a critical part of our internal workflow—from answering phones and managing data to assisting agents with time-sensitive administrative tasks.

Key Responsibilities:

Answer and direct incoming calls with professionalism and warmth

Perform accurate data entry and document processing

Work daily with spreadsheets (Excel/Google Sheets) and internal systems

Support insurance agents with client communications and administrative needs

Maintain organized digital and paper records

Assist with carrier communications and policy documentation

Ensure office operations run smoothly and efficiently

Skills Required

Professional phone and written communication

Strong attention to detail

Proficient in Excel & Google Sheets

Organized and dependable

Able to prioritize and multitask and understand sense of urgency

Friendly and customer-focused

Quick to learn new systems

Maintains confidentiality

Compensation:

$12 - $16 per hour based on experience

Job Categories

Job Types(s):   Administrative / Clerical, Customer Service

Industry(s):   Insurance

Employment Type:   Employee - Full Time

Job Location(s):   The Woodlands

Contact Information

Momentum Insurance & Financial Services

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