Licensed Insurance Assistant

Thehighlandchamber; Hillsboro, Northern (OH, KY); Hybrid; USD 35,000 - 45,000; Full time

Job summary

Lewis Financial Group, LLC is seeking a dependable Insurance Assistant to support agents and assist clients with policy questions, changes, and documentation. The candidate should deliver professional service, maintain accurate records, and coordinate with carriers and underwriters in a fast-paced office setting.

The role emphasizes organization, initiative, and integrity, with responsibilities spanning policy servicing, billing inquiries, and new business support.

Qualifications

• Active Property & Casualty Insurance License preferred. Candidates not licensed must obtain license prior to 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.

Responsibilities

• 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 ID cards, 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.
• Assist agents with any additional tasks
• Provide prompt, courteous, and professional service while representing Lewis Financial Group, LLC.

Job description

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. The ideal candidate is professional, detail-oriented, comfortable communicating with clients and insurance carriers, and able to manage multiple responsibilities in a fast-paced office environment. We are looking for someone who takes initiative, follows through, enjoys helping people, and understands the importance of providing excellent customer service.

Key Responsibilities

• 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 ID cards, 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.
• Assist agents with any additional tasksm
• Provide prompt, courteous, and professional service while representing Lewis Financial Group, LLC.

Qualifications

• 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.

About Lewis Financial Group, LLC

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.