Insurance Account Specialist

Benefits:

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:

Day shift

Work Location: In person