Personal Lines Insurance Support Specialist
Kunkel & Associates is seeking a motivated, customer-focused professional to join our Personal Lines team. This role is much more than a traditional customer service position—it is an opportunity to become an integral part of our insurance operations while learning the personal lines and small commercial insurance business from the ground up.
The Personal Lines Insurance Support Specialist will provide administrative, customer service, and sales support to the Personal Lines department, helping ensure an exceptional client experience while supporting new business growth, policy retention, and day-to-day operations. This position offers significant opportunities for professional development.
The ideal candidate is highly organized, service-minded, eager to learn, and excited about building a long-term career in the insurance industry.
Key Responsibilities
- Support the Personal Lines team with policy servicing, renewals, endorsements, cancellations, and new business processing.
- Assist with small commercial accounts and gain exposure to commercial insurance concepts and client needs.
- Prepare, organize, and distribute insurance policies and related documentation.
- Process cancellation requests and required policy changes accurately and promptly.
- Monitor expiration and renewal reports to ensure timely client outreach and account retention efforts.
- Assist with gathering information necessary for quoting and marketing new business opportunities.
- Support licensed agents and producers throughout the sales process, from prospecting through policy issuance.
- Perform general administrative duties including scanning, filing, copying, document preparation, and records management.
- Assist with special projects and departmental initiatives as assigned.
- Other duties as assigned