Licensed Insurance Assistant

Position Overview

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.

• 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 , 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.

• 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.

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.