Personal Lines Agency Support Specialist

Job Description

Job Description

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.