Benefits:

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Job description:

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