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MetzWood Insurance

Personal Lines Service Assistant


Job Overview

The Personal Lines Service Assistant is essential to providing the timely and personal service that MetzWood Insurance is known for. We are looking for a positive team-player to join our Personal Insurance Department as a Service Assistant. This role supports our insurance advisors with the day-to-day tasks that help create a positive experience for our clients.

This full-time position will be primarily based in Chatham or Hudson, Monday through Friday from 8 AM to 4:30 PM. 

Salary Range:

Benefits

Paid Time Off (PTO)

Health Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Requirements
  • Experience effectively communicating with clients over phone, email, or in-person
  • 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
  • Superior multi-tasking and problem-solving skills, while maintaining exceptional attention to detail
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Experience working in the Insurance industry is a bonus, but not required
  • Excitement to positively impact our clients and join a dynamic, growing company!
Responsibilities
  • Fulfill client service requests, which can include tasks like processing endorsements, cancellations, 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 underwriting standards to best serve our clients
  • Work collaboratively as a part of a team to fulfill the needs of our clients

Remote Type: No
Job Type: Full-Time
Job Category: Customer Service
Company Location: 11 Central Square Chatham, NY 12037
Job Ad Location: Chatham, NY, 12037, USA

About Us

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!

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