Commercial Insurance Specialist

State Line Cafe & More Llc; Wheeling (WV); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Family-friendly hours

Job summary

An insurance company is looking for a dependable Associate Agent to support clients and assist with commercial and personal lines. Responsibilities include maintaining client records, providing customer service support, and meeting sales goals. Candidates must hold a valid Property and Casualty Insurance License and be willing to obtain a Life Insurance license. This full-time position offers family-friendly hours and a supportive work environment while providing opportunities for advancement in the insurance industry.

Qualifications

• Must have current Property and Casualty Insurance License.
• Willing to obtain Life Insurance license within 60 days.
• Professional phone etiquette and communication skills.

Responsibilities

• Client reviews and cross sales.
• Customer Service support.
• Maintain and update client records in the system.

Skills

Customer Service

Organizational skills

Communication skills

Education

High school diploma or equivalent

Tools

MS Word

MS Excel

Job description

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.

Position Overview

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.

Responsibilities

• 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

Requirements

• 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

Preferred Qualifications (Not Required)

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

Why Join Us

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

Job Type: Full-time