Personal Lines Agency Support Specialist

About the role

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.

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.
• 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.

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
• 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

• 401(k) matching
• Bonus based on performance
• Competitive salary (starting at $40,000+ based on experience)
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off (including vacation and sick time)
• Training & development / ongoing professional development and education opportunities
• Disability insurance
• Personal insurance premium discounts

Pay

Starting at $40,000+ annually (based on experience and qualifications).