Commercial Lines Service Assistant

 

The Commercial Lines Service Assistant is essential to providing the timely and personal service that MetzWood Insurance is known for. We are looking for a positive team-player to join our Commercial Insurance Department as a Service Assistant. This role supports our insurance advisors with the day-to-day tasks that help create a positive experience for our clients.

This full-time position will be primarily based in Chatham, Monday through Friday from 8 AM to 4:30 PM. 

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Benefits

Paid Time Off (PTO)

Health Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

 

Responsibilities

  • Fulfill client service requests, which can include tasks like processing endorsements, cancellations, or binder requests
  • Assist with quotes for new clients and renewal policies
  • Generate, format, and review new business and renewal proposals
  • Provide administrative support to department members and efficiently accomplish additional tasks as necessary to support the success of the team
  • Follow all necessary agency procedures and maintain high underwriting standards to best serve our clients
  • Work collaboratively as a part of a team to fulfill the needs of our clients

Requirements

  • Experience effectively communicating with clients over phone, email, or in-person
  • Ability to learn quickly, from understanding agency processes and procedures to adeptly utilizing our Agency Management Software system (Applied Epic)
  • Eagerness to work in a team environment
  • Superior multi-tasking and problem-solving skills, while maintaining exceptional attention to detail
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Experience working in the Insurance industry is a bonus, but not required
  • Excitement to positively impact our clients and join a dynamic, growing company!

About MetzWood Insurance

MetzWood Insurance is an established fourth-generation insurance company that has served our community for over a century. Our reputation has been earned through our team’s commitment to service and high standards for our clients. 

Because our employees are essential to our success, we are committed to creating meaningful career opportunities by providing generous compensation, annual bonuses, and professional growth opportunities. 

Our goal is to continue our 110+ years of success and growth in the insurance industry. We know that in order to achieve this, we need to continue expanding our award-winning team with individuals like you!

Submit your Resume

Apply Today

 

MetzWood cares deeply about finding the absolute best fit for our team. To this end, we have a three-step hiring process after an application has been received.  
 
Once your resume has been submitted, if selected to move forward in the process, you’ll first be asked to complete an online assessment, which takes 15-40 minutes to complete. Following the assessment is a first-round interview which is conducted via email. The final step in the process is an in-person interview at our Chatham office.