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Office Assistant (Part-Time)

By November 7, 2022November 16th, 2022Insurance, News

Title: Office Assistant

Reports to: Director of Finance & Office Administration

FLSA Status: Hourly; Non-Exempt

Position Summary/Objective: This position is a part-time, in office administrative position that supports the entire agency, and is on-site at our West Chester office location. The Office Assistant plays a key role in all our valued partner’s business experience. This position is the first impression of our organization to our stakeholders – clients, co-workers, community, carriers, vendors, and agency guests. The Office Manager also maintains front desk responsibilities, including but not limited to: phone system, mail, supply room, kitchen, conference rooms, and agency office supplies. This position also acts as a support/processing role to all departments. Professional demeanor and business casual attire are required. Benefits package included, adjusted for part-time hours.

To Apply: Submit your resume by Wednesday, November 23rd to

Please include Office Assistant in the subject line.

Learn more about what it’s like to work at RiskSOURCE:

Summary of Responsibilities:

  • Agency-wide Support
    • Support all departments as needed
    • Personalized greeting on lobby monitor for agency visitors
    • Accept payments made at office, providing receipt in Applied Epic and forwarding payment to Billing Specialist
    • Special projects as assigned
  • Front Desk
    • Phone System
      • Direct general voicemail inbox messages to appropriate team member as received
      • Record messages for holidays and agency meetings
    • Maintain flow of incoming and outgoing correspondence (all types)
      • Collect mail at the post office (Sharonville Branch), the street mailbox, and payment drop box twice weekly (Monday & Thursday)
      • Open, date stamp, sort, and route incoming mail to team
      • Prepare outgoing mail and drop at the mailbox at the end of each business day
      • Agency mailing via specialty carriers (UPS/Fed Ex/SafeShip)
      • Handle mailing requests from remote team members
      • Direct incoming email correspondence to appropriate team member
      • Manage email
    • Respond to client’s needs attentively and courteously
      • Greet visitors to the agency and direct them to their correct destination
  • Office Coordinator
    • Maintain office appearance
    • Maintenance of agency equipment, including service and supplies needed to keep operational (excluding computers/monitors)
    • Manage and organize office supply inventory
    • Manage greeting card circulation and mailing
    • Manage agency extension and team contacts
    • Maintain agency team directory


  1. Dashboard
    • Daily activity management
    • Incoming/outgoing correspondence
    • Professional development (webinars)
  2. Routine audits (included in dashboard)
    • Agency equipment and supplies
    • Office appearance
  3. Receptiveness to constructive criticism as recognized by management
  4. Adhere to agency service standards
  5. Monthly inventory of office supplies


  • High School Diploma required
  • Property/Casualty Insurance License a plus

Work Experience:

  • 2 years client service experience desired – insurance services industry a plus

Work Skills: 

  1. Written communication skills – writing must be concise, organized, and clear.
  2. Verbal communication skills – convey ideas clearly and with confidence.
  3. Aptitude for necessary computer programs.
  4. Possess organizational/time management skills.
  5. Ability to handle rapidly changing situations.
  6. Ability to use interpersonal skills to interact with management, associates, and visitors of the agency.
  7. Ability to sit for extended periods of time and engage in finger manipulation, simple grasping, and wrist twisting activities.
  8. Ability to transport or carry objects ranging from 10-35 pounds approximately 100 feet.
  9. Ability to extend hands/arms in a motion ranging from below the knees to above the shoulders.
  10. Ability to make decisions and solve problems.
  11. Ability to perform arithmetic operations with the use of a calculator.

Physical Requirements: 

  1. This is an office-based position and associates will be in either a seated or standing position for most of their workday at a desk or table. This is a sedentary role.
  2. Needs to occasionally move about inside the office to access resources.
  3. Constantly using hands and fingers to operate a computer and other office equipment (copy machine, label machine, etc.)
  4. Work takes place in a well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation.

This position description is not intended to include all possible position responsibilities. All employees of RiskSOURCE Clark-Theders may be required to perform duties other than those listed in a position description.


*** Please put Office Assistant in the subject line of your email.***

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