Associate Agent

Benefits

• 401(k) matching
• Bonus based on performance
• Opportunity for advancement
• Paid time off

The Lewis Financial Group is a trusted name in insurance, offering personalized service and reliable coverage to individuals and families across the region. We are currently seeking a dependable and detail-oriented Associate Agent to join our team.

The Associate Agent will provide direct support to current and potential clients, liaison between customers and companies, commercial and personal lines sales and retention, and internal communication. This role requires a friendly attitude, strong organizational skills, and a willingness to grow in the insurance field.

• Client reviews and cross sales
• Customer Service support
• Must be able to meet sales goals
• Maintain and update client records in the system
• Support licensed agents with day-to-day operations
• Learn and adhere to compliance procedures and insurance guidelines
• Work with MS Office programs for communication, reports, and client documents

• Must have current Property and Casualty Insurance License
• Willing to obtain Life Insurance license within 60 days
• Basic computer skills (email, MS Word/Excel)
• Professional phone etiquette and communication skills
• High school diploma or equivalent required

• Prior experience in marketing, sales or insurance
• Familiarity with Microsoft Office Suite
• Holding a current insurance license

• Family-friendly hours — early Fridays!
• Supportive work environment
• Opportunity to build a career in the growing insurance industry

Job Type: Full-time