Personal Lines Service Assistant

MetzWood Insurance is growing our team! We are looking for a positive team-player to join our Personal Insurance Department as a Service Assistant. This person will help support our insurance advisors with multiple daily tasks.

This position requires an ability to learn quickly, master multi-tasking, communicate effectively over email and in-person, and thrive in a team environment. Additionally, this roles necessitates a proficiency in Microsoft Word, Excel, and Outlook.

About The Opportunity

  • Provide administrative and clerical support to Personal Lines department members
  • Help fulfill client service requests, which can include processing endorsements, cancellations, binder requests, etc.
  • Assist with quotes for new and renewal policies
  • Generate, format, and review new business and renewal proposals
  • Secure necessary trailing documentation (applications, questionnaires, etc.) from clients on new business and renewal applications
  • Additional tasks as necessary to support Personal Lines team members