Personal Lines Service Assistant
The Personal Lines Service Assistant is essential to providing the timely and personal service that MetzWood Insurance is known for. This role supports our insurance advisors with day-to-day tasks that help create a great experience for our clients. In addition, this person will provide backup support to our primary receptionist by assisting with phone coverage, walk-in clients, and other front-desk responsibilities as needed.
This full-time, in-office position will be primarily based in Chatham, Monday through Friday from 8:00 AM to 4:30 PM.
In this role, you will:
- Provide administrative and clerical support to Personal Lines department members
- Fulfill client service requests, including processing endorsements, vehicle changes, cancellations, binder requests, and other policy updates
- Assist with quotes and rating for new clients and renewal policies
- Generate, format, and review new business and renewal proposals
- Secure necessary trailing documentation (applications, questionnaires, signatures, etc.) from clients for both new business and renewals
- Follow all necessary agency procedures and maintain high standards to best serve our clients
- Work collaboratively as part of a team to fulfill the needs of our clients
- Provide backup support to our 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
- Efficiently accomplish additional tasks as necessary to support the success of the Personal Lines team
Qualifications:
- 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!
What's Next
If you’re interested in joining the team at MetzWood Insurance, please apply here. A member of our team will be in touch following your application. We appreciate your interest and are excited to learn more about you!
Why MetzWood?
MetzWood Insurance is an established fourth-generation insurance agency 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.