Benefits:

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Commercial Insurance Specialist

The Lewis Financial Group is a trusted insurance agency dedicated to providing personalized service and reliable coverage to individuals, families, and businesses throughout the region. We are seeking a motivated, dependable, and professional individual to join our growing team.

Position Overview

The Insurance Sales & Customer Service Agent will support both current and prospective clients through policy servicing, account retention, cross-selling opportunities, and day-to-day client communication. This position works closely with agency staff and insurance carriers to deliver exceptional customer experiences while helping grow the agency’s book of business.

Key Responsibilities

Conduct client policy reviews and identify additional coverage opportunities

Provide exceptional customer service and account support

Assist clients with policy changes, billing questions, and claims support

Support account retention and agency growth initiatives

Maintain accurate and organized client records within agency systems

Communicate professionally with insurance carriers and clients

Support licensed agents with daily agency operations

Learn and follow agency compliance standards and insurance guidelines

Utilize Microsoft Office and agency management software for communication and reporting

Meet established service and sales performance expectations

Requirements

Property & Casualty Insurance License Required

Willingness to obtain a Life Insurance License within 60 days of employment

Strong communication, customer service, and follow-up skills

Professional phone etiquette and positive attitude

Basic computer skills, including Microsoft Word, Excel, and email Strong organizational skills and attention to detail High school diploma or equivalent required

Preferred Qualifications

Previous experience in sales, insurance, customer service, or marketing Current Property & Casualty or Life Insurance License

Experience working in a professional office environment Ability to multitask and work efficiently in a fast-paced setting

Why Join The Lewis Financial Group

Family-friendly work schedule with early Fridays Supportive and team-oriented environment Agency-sponsored licensing assistance and training Opportunity for career growth within the insurance industry Hands-on learning and professional development opportunities

Job Type: Full-time