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The Jonus Group
Personal Insurance Assistant / ReceptionistThe Jonus Group • Parkersburg, WV, United States
Personal Insurance Assistant / Receptionist

Personal Insurance Assistant / Receptionist

The Jonus Group • Parkersburg, WV, United States
30+ days ago
Job type
  • Full-time
Job description

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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Personal Insurance Assistant / Receptionist • Parkersburg, WV, United States

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