Insurance Account Specialist
Job in
Wheeling, Ohio County, West Virginia, 26003, USA
Listed on 2026-10-05
Listing for:
State Line Cafe & More Llc
Full Time
position Listed on 2026-10-05
Job specializations:
-
Insurance
Insurance Sales, Insurance Agent & Advisor, Property Insurance
Job Description & How to Apply Below
Benefits:
- 401(k) matching
- Opportunity for advancement
- Paid time off
- Training & development
The Lewis Financial Group is a trusted name in insurance, providing personalized service and reliable coverage to individuals, families, and businesses across the region. We are seeking a licensed, dependable, and client-focused insurance professional to join our growing team.
Position OverviewThe Licensed Insurance Customer Service & Sales Agent will support both current and prospective clients through excellent customer service, account management, retention efforts, and cross‑selling opportunities. This position serves as a liaison between clients, insurance carriers, and agency staff while supporting daily agency operations. The ideal candidate is organized, detail‑oriented, professional, and motivated to grow within the insurance industry.
Responsibilities- Provide outstanding customer service and policy support
- Assist with account retention and support agency sales goals
- Maintain accurate and up-to-date client records within agency systems
- Communicate with insurance carriers regarding policy questions, changes, and claims assistance
- Support licensed agents with day‑to‑day agency operations
- Learn and follow all insurance compliance procedures and underwriting guidelines
- Utilize Microsoft Office and agency management systems for communication, reporting, and client documentation
- Handle incoming calls and maintain professional client communication
- Willingness to obtain Property & Casualty Insurance License within 90 days
- Willingness to obtain Life Insurance License within 180 days Strong communication and customer service skills
- Professional phone etiquette and follow‑up skills
- Basic computer proficiency, including Microsoft Word, Excel, and email
- Strong organizational skills and attention to detail
- High school diploma or equivalent required
- Previous experience in insurance, customer service, sales, or marketing
- Familiarity with agency management systems and Microsoft Office Suite
- Ability to multitask in a fast‑paced office environment
- Family‑friendly work schedule with early Fridays
- Supportive and team‑oriented work environment
- Opportunity for long‑term career growth within the insurance industry
- Hands‑on training and professional development opportunities
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