New Job Opening: Personal Insurance Assistant / Receptionist in Parkersburg, WV

Job Description

Personal Lines Assistant / Receptionist

Position Summary:
The Personal Lines Assistant/Receptionist serves as the first point of contact for clients while providing administrative and clerical support to the personal lines team. This role combines front-desk responsibilities with assistance in servicing personal insurance accounts, helping ensure efficient office operations and a high level of customer service.

Key Responsibilities:

Front Desk / Reception Duties:

• Greet and assist clients in person and over the phone in a professional, friendly manner


• Answer and route incoming calls, take messages, and respond to basic inquiries


• Manage incoming and outgoing mail, email, and deliveries


• Maintain a clean, organized reception area


• Schedule appointments and assist with calendar management

Personal Lines Support:

• Assist account managers and producers with servicing personal lines policies (auto, home, renters, umbrella, etc.)


• Process policy changes, endorsements, and cancellations


• Prepare certificates, ID cards, and other policy documents


• Follow up with clients for missing information or documentation


• Enter and update client data in the agency management system


• Help obtain quotes from carriers and prepare proposals when needed

Administrative Duties:

• Scan, file, and maintain electronic and paper records


• Support billing inquiries and basic policy questions


• Track tasks and follow up to ensure timely completion


• Assist with special projects and general office support as needed

Qualifications:

• Property & Casualty License (highly preferred)


• High school diploma or equivalent (associate’s or bachelor’s degree preferred)


• Prior office, receptionist, or customer service experience preferred


• Insurance experience or license is a plus (or willingness to obtain)


• Strong communication and interpersonal skills


• Excellent organizational skills and attention to detail


• Ability to multitask and work in a fast-paced environment


• Proficiency in Microsoft Office and basic computer systems

Key Competencies:

• Customer-focused mindset


• Professionalism and reliability


• Strong problem-solving skills


• Team-oriented attitude


• Ability to handle confidential information with discretion

Work Environment:

• Office setting within an independent insurance agency


• Regular interaction with clients, carriers, and team members

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