Office Manager-CSR & Marketing

Company Description Be Well Insurance Solutions is an independent insurance agency specializing in delivering tailored insurance plans to businesses and individuals. Their offerings include medical, dental, vision, life, disability, Property and Casualty, Business Liability, Personal Lines, and Workers' Compensation. They collaborate with leading carriers to provide cost-effective solutions, complemented by free consultations, policy management, and Employee Health and Wellness programs. Be Well Insurance Solutions is dedicated to delivering objective, bilingual support for clients across California, Colorado, and beyond. Role Description This is an on-site role in Santa Clara, CA, for an Office Administrator / Customer Service Representative (CSR) / Sales & Account Manager. The position offers significant growth opportunities. Day-to-day responsibilities include managing office operations, providing exceptional customer service to clients, supporting sales processes, and assisting in account management. The successful candidate will handle office tasks, coordinate with clients and team members, and ensure smooth business operations. Qualifications Administrative Assistance and proficiency with Office Equipment Strong Office Administration skills, including multitasking and organization Excellent Communication and Customer Service skills Attention to detail and ability to manage relationships with clients Ability to work independently, prioritize tasks, and meet deadlines Proficiency with common office software tools Experience in insurance services is a plus Bilingual skills (English and Spanish) are highly desirable