Customer Service Associate

Job Description

Job Description

Job description :

The Lewis Financial Group is a trusted name in insurance, offering personalized service and reliable coverage to individuals and families across the region. We are currently seeking a dependable and detail-oriented Customer Service Attendant to join our team.

Position Overview :

The Customer Service Attendant will provide front-line support to our clients, assisting with policy inquiries, basic administrative tasks, and internal communication. This role requires a friendly attitude, strong organizational skills, and a willingness to grow in the insurance field.

Responsibilities :

• Answer phones, greet clients, and respond to customer inquiries
• Assist with basic data entry, filing, and administrative tasks
• Maintain and update client records in the system
• Support licensed agents with day-to-day operations
• Learn and adhere to compliance procedures and insurance guidelines
• Work with MS Office programs for communication, reports, and client documents

Requirements :

Basic computer skills (email, MS Word / Excel)

Professional phone etiquette and communication skills

Must be willing to obtain an insurance license (training support provided)

High school diploma or equivalent required

Preferred Qualifications (Not Required) :

Prior experience in marketing , administrative work , or insurance

Familiarity with Microsoft Office Suite

Holding a current insurance license is a plus

Why Join Us :

Family-friendly hours early Fridays!

Supportive work environment

Opportunity to build a career in the growing insurance industry

Job Type : Full-time

Shift :

Day shift

Work Location : In person