Personal Lines Agency Support Specialist

About the role

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.

Responsibilities

• 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.
• Aid agents with rating, correspondence, policy support, and other administrative tasks.
• Cook up equipment maintenance and service requests.
• Maintain organized customer files and agency records.
• Keep the reception area professional and welcoming.
• Aid with special projects and additional administrative duties as needed.

Requirements

• 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

Qualifications

• Active Property & Casualty license (preferred)
• Formerly licensed candidates with recent insurance experience are encouraged to apply

Skills

• 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