Commonwealth Insurance Services
Client Services / Office Support Specialist
Full Time • Louisville
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Vision insurance
In-Office | Monday–Friday, 9 AM – 4:30 PM
We are seeking a dependable, professional Client Services / Office Support Specialist to join our growing Mortgage Company/Insurance Agency. This role is ideal for someone who enjoys working in a structured office environment, interacting with clients, and supporting day-to-day business operations.
Position Overview
This is a customer-facing, in-office role that combines administrative responsibilities, client service support, and general office operations. The ideal candidate is prompt, organized, detail-oriented, and communicates clearly and professionally—both in writing and verbally.
Key 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
Qualifications & Skills
- Prior office or administrative experience required
- Experience in client services or customer-facing roles strongly preferred
- 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
- Experience in mortgage, insurance, or financial services is a plus (but not required)
Compensation
- $50,000 base annual salary
- $3,000-$10,000 annual bonus opportunities
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) retirement plan
Work Environment
- In-office position
- Professional, fast-paced environment
- Supportive team atmosphere within the mortgage and insurance industry
Compensation: $50,000.00 - $60,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability and strong compensation you’ve come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!
Trusted Choice® Independent Insurance Agents protect customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)