Personal Lines Insurance Customer Service Representative

Job Description

Job Description

Newell Family Insurance Agency, LLC. has been proudly serving our community since 2020. Specializing in Property and Casualty insurance, we are a family-owned and operated independent agency located right on Main Street in our charming small town. Our team of four works closely together in an open office concept . We enjoy monthly staff lunches, casual Fridays. The owner is actively involved in the community, emphasizing our commitment to hometown values and personalized service.

We are seeking an Personal Lines Insurance Customer Service Representative to join our dedicated team. This full-time position offers a base salary of $40,000 per year , dependent on experience. In this role, you will be the first point of contact for our clients, providing them with exceptional service and support. You will assist with Personal Lines policy updates, handle general inquiries, and ensure that all documentation is processed accurately and efficiently.

At Newell Family Insurance Agency, LLC, we value our employees and foster a supportive, hometown agency culture. If you are looking to start or further your career in the insurance industry in a friendly and community-focused environment, we would love to hear from you. Apply today and become a part of our dedicated team!

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Hands on Training

Retirement Plan

Evenings Off

Licensing Assistance

Work-Life Balance

Weekends Off

Holidays Off

Professional Development

Continuing Education Opportunities

Ongoing Training Seminars

Professional Work Environment

Team Building Activities

Equipment Provided

Paid Sick Leave

Supplemental Insurance

Personal Workspace

100% Paid Licensing Assistance

Simple IRA w/ 3% Company Match

Monday - Friday (8:30am - 5pm) Work Schedule

Mon-Fri Schedule

• Provide comprehensive insurance education and guidance.
• Cultivates and maintains strong relationships with clients.
• Process insurance policy payments accurately and efficiently.
• Maintain accurate and up-to-date client records.
• Prepare and issue insurance documents promptly and accurately.
• Facilitate policy changes and updates based on client requests.
• Coordinate client appointments and manage calendars effectively.

• Licensing Requirements: You will be required to obtain a Property and Casualty License (if not already licensed). 100% Paid Licensing Assistance if needed.
• No previous insurance experience is required. Preferred candidate would 1-3 years of industry, office, banking, or Business-to-business service experience.
• Proficient in Microsoft Office Suite, including Word and Excel.
• Meticulous attention to detail in all tasks and responsibilities.
• Comfortable navigating and using basic computer programs.
• Collaborative and supportive team member who fosters a positive work environment.
• Clear and effective communication skills, both written and verbal.
• Strong analytical and problem-solving skills.
• Demonstrates professionalism and respect in all interactions within the office environment.