Front Desk / Personal Lines Assistant

The Front Desk & Personal Lines Assistant plays an important role in supporting day-to-day agency operations. This position is responsible for managing front desk activities, greeting visitors, answering incoming calls, processing mail, and assisting with administrative tasks that help keep the office running smoothly. In addition, the role provides support to Personal Lines Account Managers by assisting with policy-related processing, documentation, data entry, and service requests. This position does not provide licensed insurance advice or discuss coverage and policy changes with clients.

Responsibilities

Serve as the first point of contact for clients, visitors, and business partners; Support Personal Lines Account Managers with policy-related administrative tasks, including renewals, billing inquiries, payments, ID cards, cancellations, and reinstatements; Review customer accounts, process updates, and maintain accurate records of client interactions and policy activity; Prepare, process, and distribute policy-related documents, correspondence, and other agency communications; Follow up on outstanding service items to help ensure timely resolution and an exceptional client experience; Utilize agency management systems, carrier platforms, and other technology to efficiently complete service requests and daily tasks; Provide administrative support through filing, scanning, photocopying, data entry, document management, and coordinating incoming and outgoing mail, packages, and shipments; Assist with office operations by processing daily deposits, maintaining office supplies and common areas, running occasional business errands, and supporting special projects and other duties as assigned; Provide occasional support for Commercial Lines servicing activities, including policy changes, payments, certificates, and ID cards; Collaborate with team members and agency leadership to support agency operations and client service goals; Greet visitors, answer incoming calls, and process mail

Requirements

Property & Casualty license preferred, but not required; Strong customer service, communication, and relationship-building skills; Ability to prioritize tasks and manage multiple service requests efficiently; High attention to detail and commitment to accuracy and compliance; Positive attitude and team-oriented mindset; Insurance experience preferred, but candidates with strong administrative or customer service backgrounds are encouraged to apply

Nice to have

Property & Casualty license; Insurance experience; Strong administrative or customer service backgrounds

Benefits

People-first culture that values growth and work-life balance; Ongoing training and career development opportunities, including paid license renewal and continuing education; Opportunity to work with reputable carriers and a diverse client base; Recognition and rewards for contributions; Benefits package including 401(k) and wellness program with HSA incentives; Health, Vision, Dental, HSA/FSA, and Life Insurance; Paid time off (vacation and sick time)