Administrative Skills, Communication Skills, Computer Skills, Customer Support/Service, Data Entry, Detail Oriented, High School Diploma, Insurance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Organizational Skills, Telephone Skills, Training/Teaching
- 401(k) matching
- Opportunity for advancement
- Paid time off
- Training & development
Job description:
The Lewis Financial Group is a trusted name in insurance, offering personalized service and reliable coverage to individuals and families across the region. We are currently seeking a dependable and detail-oriented Customer Service Representative to join our team.
Position Overview:
The Customer Service Representative will provide front-line support to our clients, assisting with policy inquiries, basic administrative tasks, and internal communication. This role requires a friendly attitude, strong organizational skills, and a willingness to grow in the insurance field.
Responsibilities:
- Answer phones, greet clients, and respond to customer inquiries
- Assist with basic data entry, filing, and administrative tasks
- Maintain and update client records in the system
- Support licensed agents with day-to-day operations
- Learn and adhere to compliance procedures and insurance guidelines
- Work with MS Office programs for communication, reports, and client documents
Requirements:
- Basic computer skills (email, MS Word/Excel)
- Professional phone etiquette and communication skills
- Must be willing to obtain an insurance license (training support provided)
- High school diploma or equivalent required
Preferred Qualifications (Not Required):
- Prior experience in marketing, administrative work, or insurance
- Familiarity with Microsoft Office Suite
- Holding a current insurance license is a plus
Why Join Us:
- Family-friendly hours — early Fridays!
- Supportive work environment
- Opportunity to build a career in the growing insurance industry
Job Type: Full-time
Shift:
Work Location: In person
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State Line Cafe & More Llc