About Us
We are a growing insurance agency committed to providing exceptional service and solutions to our personal and commercial clients. We pride ourselves on professionalism, responsiveness, and teamwork. We are currently seeking a motivated and detail-oriented Insurance Servicing Assistant to support our team and help keep our office running smoothly.
Position Summary
The Insurance Servicing Assistant will play a key role in supporting agency operations by processing endorsements, assisting with personal and commercial quoting, maintaining accurate records, and helping ensure efficient office workflows. The ideal candidate will have insurance quoting experience, strong organizational skills, and the ability to communicate professionally with clients and team members.
Key Responsibilities
Client & Policy Servicing
Process policy endorsements, changes, and updates accurately and in a timely manner.
Assist with policy renewals and client follow-ups.
Respond to client inquiries via phone, email, and in-person.
Quoting & Sales Support
Prepare quotes for personal lines (auto, home) and commercial accounts. Work closely with Sales department.
Use agency management systems (e.g., EZLynx and similar platforms) to compare carriers and generate proposals.
Provide support to producers and account managers in preparing submissions.
Office Administration & Organization
Maintain accurate client files and documentation.
Help organize office workflows and assist with special projects.
Ensure efficient use of MS Office (Word, Excel, Outlook) for reports, correspondence, and tracking.
Support onboarding of new team members, as needed.
Team Collaboration
Work closely with other staff to prioritize tasks and keep service levels high.
Communicate updates and concerns to management promptly.
Qualifications
Required:
Experience quoting auto, home, and commercial insurance.
Proficient with insurance quoting systems (knowledge of EZLynx strongly preferred).
Strong organizational skills with attention to detail.
Efficient in Microsoft Office applications.
Excellent communication and customer service skills.
Preferred:
Bilingual in Spanish (a huge plus).
Prior experience working in an insurance agency.
Familiarity with agency management systems and workflow processes.
Skills & Attributes
Positive attitude and team player.
Ability to multitask and prioritize in a fast-paced environment.
Strong problem-solving and time management skills.
Professional demeanor with clients, carriers, and colleagues.
Competitive salary based on experience starting at $19.00 per hour with paid holidays.
Please contact by email with your resume and best availablity.
Part time/Full Time