Commercial Lines Service Assistant

Responsibilities

• Fulfill client service requests, such as processing endorsements, vehicle changes, cancellations, certificate or binder requests
• Assist with quotes for new clients and renewal policies
• Generate, format, and review new business and renewal proposals
• Provide administrative support to department members and efficiently accomplish additional tasks as necessary to support the success of the team
• Follow all necessary agency procedures and maintain high standards to best serve our clients
• Serve as a backup to the primary receptionist by:
• Answering incoming phone calls and routing them appropriately
• Greeting and assisting walk-in clients in a warm and professional manner
• Supporting front-desk coverage during lunch breaks, time off, or high-volume periods
• Assisting with basic office tasks such as managing incoming mail, monitoring agency messages (emails, texts, faxes), and handling supply orders when needed
• Work collaboratively as part of a team to fulfill the needs of our clients

Requirements

• Experience effectively communicating with clients over phone, email, or in person
• Friendly and professional demeanor, with a client-first attitude
• Ability to learn quickly, from understanding agency processes and procedures to adeptly utilizing our Agency Management Software system (Applied Epic)
• Eagerness to work in a team environment and step into support roles when needed
• Superior multi-tasking and problem-solving skills, while maintaining exceptional attention to detail
• Proficiency in Microsoft Word, Excel, and Outlook
• Experience in customer service, insurance, or receptionist roles is a plus
• Excitement to positively impact our clients and join a dynamic, growing company!

About MetzWood Insurance

MetzWood Insurance is an established fourth-generation insurance company that has served our community for over a century. Our reputation has been earned through our team’s commitment to service and high standards for our clients. 

Because our employees are essential to our success, we are committed to creating meaningful career opportunities by providing generous compensation, annual bonuses, and professional growth opportunities. 

Our goal is to continue our 110+ years of success and growth in the insurance industry. We know that in order to achieve this, we need to continue expanding our award-winning team with individuals like you!