Client Services / Office Support Specialist

Commonwealth Insurance Services

Client Services / Office Support Specialist

Louisville, KY
Full Time
Paid
  • Responsibilities

    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

    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.