Administrative Skills, Call Routing, Communication Skills, Customer Experience, Customer Retention/Renewal, Customer Support/Service, Detail Oriented, Epic Systems, Fax Machines, Health Informatics, Insurance, Licensing, Mail Processing, Microsoft Excel, Microsoft Outlook, Microsoft Word, Multitasking, Problem Solving Skills, Retirement Plan, Team Player, Telephone Skills, Time Management
The Personal Lines Service Assistant is essential to providing the timely and personal service that MetzWood Insurance is known for. This role supports our insurance advisors with day-to-day tasks that help create a great experience for our clients. In addition, this person will provide backup support to our primary receptionist by assisting with phone coverage, walk-in clients, and other front-desk responsibilities as needed.
This full-time, in-office position will be primarily based in Chatham, Monday through Friday from 8:00 AM to 4:30 PM.
Salary Range: $48000.00 - $48000.00 per year
BenefitsAnnual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Parental Leave
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Responsibilities
- Provide administrative and clerical support to Personal Lines department members
- Fulfill client service requests, including processing endorsements, vehicle changes, cancellations, binder requests, and other policy updates
- Assist with quotes and rating for new clients and renewal policies
- Generate, format, and review new business and renewal proposals
- Secure necessary trailing documentation (applications, questionnaires, signatures, etc.) from clients for both new business and renewals
- Follow all necessary agency procedures and maintain high standards to best serve our clients
- Work collaboratively as part of a team to fulfill the needs of our clients
- Provide backup support to our primary receptionist by:
- Answering incoming phone calls and routing them appropriately
- Greeting and assisting walk-in clients in a warm and professional manner
- Supporting front-desk coverage during lunch breaks, time off, or high-volume periods
- Assisting with basic office tasks such as managing incoming mail, monitoring agency messages (emails, texts, faxes), and handling supply orders when needed
- Efficiently accomplish additional tasks as necessary to support the success of the Personal Lines team
Requirements
- Experience effectively communicating with clients over phone, email, or in person
- Friendly and professional demeanor, with a client-first attitude
- Ability to learn quicklyfrom understanding agency processes and procedures to adeptly utilizing our Agency Management Software system (Applied Epic)
- Eagerness to work in a team environment and step into support roles when needed
- Superior multi-tasking and problem-solving skills, while maintaining exceptional attention to detail
- Proficiency in Microsoft Word, Excel, and Outlook
- Experience in customer service, insurance, or receptionist roles is a plus
- Excitement to positively impact our clients and join a dynamic, growing company!
- Currently hold a Property & Casualty License, or ability to pass licensing exam within first 60 days of starting the position. If not currently licensed, MetzWood will pay for cost of licensing course and provide time during normal working hours to complete necessary training