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.

Salary Range: $48,000.00 - $58,000.00 per year

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

• 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!

• 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

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.