Customer Service Associate

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

Created: 2026-03-10