Administrative Assistant / Account Manager
About Carter Williams Insurance & Investments
Founded in 1988, Carter Williams Insurance & Investments is a boutique firm providing comprehensive risk management and financial services to individuals and businesses. Located in Blairsville, GA, we offer a full range of insurance and investment solutions, specializing in group benefits, commercial insurance, professional liability, mutual funds, annuities, and more. We combine small-town values with the reach of a national broker.
We're looking for a dependable, detail-oriented team member who thrives on supporting others and building positive client relationships. As an Administrative Assistant / Account Manager, you’ll provide exceptional customer service, help manage insurance and investment account workflows, and support day-to-day administrative operations.
Key Responsibilities
- Provide excellent service to clients via phone, email, and in person
- Support agents and advisors by preparing reports and attending meetings
- Assist clients with applications and manage underwriting follow-up
- Schedule and confirm appointments
- Maintain organized client records in Salesforce (CRM) and other systems
- Help process account changes, withdrawals, and renewals
- Stay up to date on compliance, products, and industry tools
- Friendly and dependable
- Enjoys helping people and working in a team
- Pays attention to details and independently follows through on tasks
- High school diploma required; college degree preferred
- Minimum 3 years of related experience (insurance/financial services a plus)
- Proficient in Microsoft Office, Google Suite, and Adobe Acrobat
- Excellent communication, organization, and analytical skills
- Competitive salary based on experience
- 10 paid vacation days + 5 paid sick days per year
- SIMPLE IRA retirement plan with company match
- Bonus potential through performance-based pools
- Friendly, long-standing team environment
- Administrative Assistant → Account Manager → Group Manager → Producer
Career growth includes the potential to manage others or transition into a sales/producer role with unlimited earning potential.
Employment is contingent upon satisfactory credit/criminal background checks, reference review, and prior employment agreement approval (if applicable).
Contact Betsy Mull at (706) 745-7359 or email betsy@carterwilliams.agency
