Benefits:

401(k) matching

Opportunity for advancement

Paid time off

Training & development

Insurance Account Specialist

The Lewis Financial Group is a trusted name in insurance, providing personalized service and reliable coverage to individuals, families, and businesses across the region. We are seeking a licensed, dependable, and client-focused insurance professional to join our growing team.

Position Overview

The Licensed Insurance Customer Service & Sales Agent will support both current and prospective clients through excellent customer service, account management, retention efforts, and cross-selling opportunities. This position serves as a liaison between clients, insurance carriers, and agency staff while supporting daily agency operations. The ideal candidate is organized, detail-oriented, professional, and motivated to grow within the insurance industry.

Responsibilities

• Provide outstanding customer service and policy support

• Assist with account retention and support agency sales goals

• Maintain accurate and up-to-date client records within agency systems

• Communicate with insurance carriers regarding policy questions, changes, and claims assistance

• Support licensed agents with day-to-day agency operations

• Learn and follow all insurance compliance procedures and underwriting guidelines

• Utilize Microsoft Office and agency management systems for communication, reporting, and client documentation

• Handle incoming calls and maintain professional client communication

Requirements

• Willingness to obtain Property & Casualty Insurance License within 90 days

• Willingness to obtain Life Insurance License within 180 days

• Strong communication and customer service skills

• Professional phone etiquette and follow-up skills

• Basic computer proficiency, including Microsoft Word, Excel, and email

• Strong organizational skills and attention to detail

• High school diploma or equivalent required

Preferred Qualifications

• Previous experience in insurance, customer service, sales, or marketing

• Familiarity with agency management systems and Microsoft Office Suite

• Ability to multitask in a fast-paced office environment

Why Join Us

Family-friendly work schedule with early Fridays

Supportive and team-oriented work environment

Opportunity for long-term career growth within the insurance industry

Hands-on training and professional development opportunities