Country Financial / Stephen Budnicki

Executive Assistant / Client Services Coordinator



Job Description


Are you a highly organized, professional, and people-oriented individual looking for an opportunity to grow within a successful insurance and financial services office? We are seeking an Executive Assistant / Client Services Coordinator to help manage the daily operations of our Maryville office while providing exceptional service to our clients and prospects.
Position Overview
  • Average 24-28 hours per week
  • Flexible Schedule
  • In-office position
  • 3-4 days per week (occasionally Saturdays for special events)
  • Part-time with potential to move into a full-time role
  • Performance-based bonus opportunities
  • Compensation discussed during the interview process
Responsibilities
  • Provide outstanding customer service to current and prospective clients
  • Handle day-to-day office operations and administrative duties
  • Answer phones, emails, and client inquiries professionally
  • Schedule appointments and manage calendars
  • Make outbound calls to current and prospective clients
  • Maintain accurate client records and documentation
  • Assist with office organization and workflow management
  • Communicate clearly and professionally with clients and team members
  • Help resolve client concerns and diffuse difficult situations
  • Support the overall growth and success of the organization
Qualifications
  • Excellent verbal and written communication skills
  • Strong typing and computer proficiency
  • Organized with strong attention to detail
  • Professional, dependable, and self-motivated
  • Ability to manage multiple tasks and priorities
  • Comfortable speaking with clients and prospects by phone and in person
  • Ability to work independently while contributing to a team environment
  • Bilingual candidates preferred (Spanish)
Licensing Requirements
  • Current Life & Health Insurance License and/or Property & Casualty Insurance License
  • Ability to obtain license within agreed upon time frame
Growth Opportunity
  • Opportunity to develop valuable skills in client service, operations, insurance, and financial
  • services while advancing your career.
 
How to Apply
Interested candidates should submit their resume and a brief introduction to:
Stephen Budnicki
COUNTRY Financial
stephen.budnicki@countryfinancial.com
 
Join our team and help make a difference in the lives of our clients every day.


Contact Information

Business Name: Country Financial / Stephen Budnicki
Contact: Stephen Budnicki
Street: 2730 N Center St
City/State/Zip: Maryville, IL 62062
Local Phone: (618) 352-6050
Email: stephen.budnicki@countryfinancial.com
Website Address: https://www.countryfinancial.com/stephen.budnicki