Benefits:- 401(k) matching
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Salary: Starting at $40,000+ annually (based on experience and qualifications)
Join a Team Where Your Insurance Experience Matters
We're looking for an experienced insurance professional who enjoys providing exceptional customer service while keeping agency operations running smoothly. This is much more than a traditional receptionist role—it's an integral position that supports our clients, our producers, and our agency's day-to-day success.
If you have a Property & Casualty insurance background, enjoy working in a fast-paced office environment, and take pride in organization and customer service, we'd love to hear from you.
What You'll Do
As our Personal Lines Customer Service & Operations Specialist, you'll serve as the first point of contact for clients while supporting the agency through a variety of administrative and insurance-related responsibilities.
Your responsibilities will include:
- Welcome and assist clients in person and over the phone with professionalism and friendliness.
- Answer and direct incoming phone calls.
- Process incoming and outgoing mail.
- Manage daily electronic communications from insurance carriers and maintain accurate client records.
- Update and maintain the agency management system.
- Process customer payments through carrier websites.
- Invoice premium-bearing items.
- Assist agents with rating, correspondence, policy support, and other administrative tasks.
- Coordinate equipment maintenance and service requests.
- Maintain organized customer files and agency records.
- Keep the reception area professional and welcoming.
- Assist with special projects and additional administrative duties as needed.
What We're Looking For
Required Qualifications
- High school diploma or equivalent
- 3–5 years of customer service experience
- 3–5 years of Property & Casualty insurance experience
- Strong computer skills, including Microsoft Office and web-based applications
- Excellent communication and organizational skills
- Strong attention to detail and accuracy
- Ability to quickly learn agency procedures and software systems
Preferred Qualifications
- Active Property & Casualty license
- Formerly licensed candidates with recent insurance experience are encouraged to apply
What Makes You Successful
We're looking for someone who is:
- Friendly, professional, and dependable
- Highly organized with excellent time management skills
- Comfortable multitasking in a busy office
- Detail-oriented and accurate
- A strong communicator with a customer-first mindset
- Able to understand insurance terminology and agency processes
- A collaborative team player who enjoys helping others
Benefits & Perks
- Competitive salary starting at $40,000+, based on experience
- 401(k) with employer match
- Health insurance
- Disability insurance
- Personal insurance premium discounts
- Paid vacation
- Paid sick time
- Ongoing professional development and education opportunities
If you're looking for a long-term opportunity where your insurance knowledge and customer service skills will make a meaningful impact, we'd love to meet you.