Now Hiring - The Lewis Financial Group - Insurance Account Specialist in Wheeling, WV

Full description of the position

Insurance Account Specialist The Lewis Financial Group is a trusted name in insurance, providing personalized service and reliable coverage to individuals, families, and businesses across the region. We are seeking a licensed, dependable, and client-focused insurance professional to join our growing team. Position

Overview

The Licensed Insurance Customer Service & Sales Agent will support both current and prospective clients through excellent customer service, account management, retention efforts, and cross-selling opportunities. This position serves as a liaison between clients, insurance carriers, and agency staff while supporting daily agency operations. The ideal candidate is organized, detail-oriented, professional, and motivated to grow within the insurance industry.

Responsibilities

- Provide outstanding customer service and policy support - Assist with account retention and support agency sales goals - Maintain accurate and up-to-date client records within agency systems - Communicate with insurance carriers regarding policy questions, changes, and claims assistance - Support licensed agents with day-to-day agency operations - Learn and follow all insurance compliance procedures and underwriting guidelines - Utilize Microsoft Office and agency management systems for communication, reporting, and client documentation - Handle incoming calls and maintain professional client communication

Requirements

- Willingness to obtain Property & Casualty Insurance License within 90 days - Willingness to obtain Life Insurance License within 180 days - Strong communication and customer service skills - Professional phone etiquette and follow-up skills - Basic computer proficiency, including Microsoft Word, Excel, and email - Strong organizational skills and attention to detail - High school diploma or equivalent required

Preferred Qualifications

- Previous experience in insurance, customer service, sales, or marketing - Familiarity with agency management systems and Microsoft Office Suite - Ability to multitask in a fast-paced office environment Why Join Us Family-friendly work schedule with early Fridays Supportive and team-oriented work environment Opportunity for long-term career growth within the insurance industry Hands-on training and professional development opportunities Pay: $15.00 - $20.00 per hour

Benefits

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• 401(k) Work Location: In person