Position Overview Full-Time | Monday-Friday | No Weekends | In-Person Lewis Financial Group, LLC is seeking a dependable, organized, and personable Licensed Insurance Assistant to join our team. This position plays an important role in the day-to-day operations of our agency by providing support to our agents while also assisting clients with their insurance needs. The ideal candidate is professional, detail-oriented, comfortable communicating with clients and insurance carriers, and able to manage multiple responsibilities in a fast-paced office environment. We are looking for someone who takes initiative, follows through, enjoys helping people, and understands the importance of providing excellent customer service. Key Responsibilities Answer incoming phone calls and greet clients in a friendly and professional manner. Assist clients with questions regarding their existing insurance policies and coverage. Process policy changes, endorsements, cancellations, and other service requests. Provide insurance ID cards, certificates of insurance, evidence of insurance, and other policy documents. Assist with billing questions, payments, and carrier correspondence. Assist agents with new business applications, quotes, and gathering underwriting information. Review applications and client information for accuracy and completeness. Assist with policy renewals and renewal review preparation. Follow up with clients regarding outstanding documentation, signatures, payments, underwriting requirements, and other requested information. Communicate with insurance carriers, underwriters, claims representatives, mortgage companies, lenders, and other third parties as needed. Maintain accurate client records and document client and carrier communications within the agency management system. Scan, upload, organize, and properly document policy and client information. Assist clients with reporting claims and direct claims-related questions appropriately. Process incoming and outgoing mail, email, and other correspondence. Assist agents and management with daily workflow, administrative needs, and special projects. Maintain confidentiality of all client, policy, and agency information. Provide prompt, courteous, and professional service while representing Lewis Financial Group, LLC. Qualifications Active Property & Casualty Insurance License preferred. Candidates who are not currently licensed must be willing and able to obtain their Property & Casualty Insurance License prior to beginning employment. Previous insurance agency or insurance industry experience preferred, but not required. Strong customer service and communication skills. Excellent attention to detail and organizational skills. Ability to prioritize responsibilities and manage multiple tasks throughout the day. Comfortable using computers, email, Microsoft Office, agency management systems, and carrier websites. Ability and willingness to learn new insurance carrier systems and procedures. Professional and friendly when interacting with clients, coworkers, and insurance carrier representatives. Dependable, punctual, and self-motivated. Ability to work independently while also contributing as part of a team. Ability to handle confidential and sensitive information appropriately. About Lewis Financial Group, LLC Lewis Financial Group, LLC is a local independent insurance agency committed to providing personalized service and insurance solutions for the individuals, families, farms, and businesses we serve. We value strong relationships, responsive service, teamwork, and being a trusted resource within our community. Join us as an Insurance Assistant where your energy fuels success! Bring your passion for customer service, and your desire to grow within a vibrant team committed to excellence in the insurance industry!

Pay:

$40,000.00 - $52,000.00 per year

Benefits:

Paid time off Application Question(s): This position requires managing multiple client requests, policy changes, follow-ups, and deadlines at the same time. Are you comfortable working in a fast-paced environment that requires strong organization and attention to detail? What interests you about this position and working for a local independent insurance agency? We are looking for someone who is interested in becoming a long-term member of our team and growing within the insurance industry. Does this align with your career goals? If you do not currently hold an Ohio Property & Casualty Insurance License, are you willing to obtain one as a condition of employment?

Experience:

Customer service: 1 year (Required)

License/Certification:

P&C Insurance License (Preferred)

Work Location:

In person