Personal Insurance Assistant / Receptionist
The Jonus Group•Parkersburg, WV
•Onsite
About The Position
The Personal Lines Assistant/Receptionist serves as the first point of contact for clients while providing administrative and clerical support to the personal lines team. This role combines front-desk responsibilities with assistance in servicing personal insurance accounts, helping ensure efficient office operations and a high level of customer service.
Requirements
- High school diploma or equivalent
- Prior office, receptionist, or customer service experience preferred
- Strong communication and interpersonal skills
- Excellent organizational skills and attention to detail
- Ability to multitask and work in a fast-paced environment
- Proficiency in Microsoft Office and basic computer systems
- Customer-focused mindset
- Professionalism and reliability
- Strong problem-solving skills
- Team-oriented attitude
- Ability to handle confidential information with discretion
Nice To Haves
- Property & Casualty License (highly preferred)
- Associate’s or bachelor’s degree preferred
- Insurance experience or license is a plus (or willingness to obtain)
Responsibilities
- Greet and assist clients in person and over the phone in a professional, friendly manner
- Answer and route incoming calls, take messages, and respond to basic inquiries
- Manage incoming and outgoing mail, email, and deliveries
- Maintain a clean, organized reception area
- Schedule appointments and assist with calendar management
- Assist account managers and producers with servicing personal lines policies (auto, home, renters, umbrella, etc.)
- Process policy changes, endorsements, and cancellations
- Prepare certificates, ID cards, and other policy documents
- Follow up with clients for missing information or documentation
- Enter and update client data in the agency management system
- Help obtain quotes from carriers and prepare proposals when needed
- Scan, file, and maintain electronic and paper records
- Support billing inquiries and basic policy questions
- Track tasks and follow up to ensure timely completion
- Assist with special projects and general office support as needed
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
