Client Services / Office Support Specialist jobs in United States
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Big I Kentucky · 7 hours ago

Client Services / Office Support Specialist

Big I Kentucky is a growing Mortgage Company/Insurance Agency seeking a dependable Client Services / Office Support Specialist. This customer-facing role involves administrative support, client service, and general office operations, requiring strong organizational and communication skills.

Health CareHealth InsuranceInsuranceRetirement

Responsibilities

Serve as a first point of contact for clients in person, by phone, and via email
Provide administrative and clerical support to mortgage and insurance staff
Assist with document preparation, scanning, filing, and record maintenance
Manage incoming and outgoing correspondence
Support office operations to ensure a professional and efficient workplace
Utilize Microsoft Office 365 (Outlook, Word, Excel, etc.) and Adobe for daily tasks
Maintain confidentiality and professionalism when handling client information

Qualification

Microsoft Office 365Adobe productsClient services experienceAdministrative experienceCommunication skills

Required

Prior office or administrative experience required
Proficiency with Microsoft Office 365 and Adobe products required
Strong written and oral communication skills
Professional demeanor and appearance
Reliable, punctual, and able to work consistently 9 AM – 4:30 PM, Monday–Friday

Preferred

Experience in client services or customer-facing roles strongly preferred
Experience in mortgage, insurance, or financial services is a plus (but not required)

Benefits

401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Vision insurance

Company

Big I Kentucky

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Big I Kentucky is an insurance agency that provides anthem group health, cyber liability, catalyit, and market access insurance plans.

Funding

Current Stage
Early Stage

Leadership Team

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Tara Taylor Purvis
President & CEO
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Recent News

Lane Report | Kentucky Business & Economic News
Lane Report | Kentucky Business & Economic News
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