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Assistant Personal Lines Insurance Jobs in Indiana

From driving new client acquisitions, to servicing accounts, to retaining Personal insurance ... Actively solicit and process additional lines of coverages for all accounts. * Work to ensure ...

Personal Lines Account Manager

Tipton, IN · On-site

$42K - $58K/yr

About the Role WalkerHughes Insurance is seeking an experienced Personal Lines Account Manager to independently manage an established book of business while delivering exceptional client service and ...

Personal Lines Account Manager

Tipton, IN · On-site

$42K - $58K/yr

About the Role WalkerHughes Insurance is seeking an experienced Personal Lines Account Manager to independently manage an established book of business while delivering exceptional client service and ...

Personal Lines CSR

Indianapolis, IN · On-site

$37K - $50K/yr

Personal Lines Customer Service Associate (CSA) Location: Columbus, Indiana Job Type: Full-Time ... In this role, you will assist clients with their personal insurance needs, including policy ...

Insurance Agent

Muncie, IN · On-site

$45K - $110K/yr

One or more years in personal lines insurance (sales, service, or account management). Familiarity with personal lines and commercial insurance products preferred. Computer Skills: Microsoft Office ...

Insurance Agent

Indianapolis, IN · On-site

$45K - $110K/yr

Experience: One or more years in personal lines insurance (sales, service, or account management). Familiarity with personal lines and commercial insurance products preferred. Computer Skills

Insurance Agent

Terre Haute, IN · On-site

$45K - $110K/yr

One or more years in personal lines insurance (sales, service, or account management). Familiarity with personal lines and commercial insurance products preferred. Computer Skills: Microsoft Office ...

Showing results 21-40

Assistant Personal Lines Insurance information

What is the difference between Assistant Personal Lines Insurance vs Customer Service Representative in Insurance?

AspectAssistant Personal Lines InsuranceCustomer Service Representative in Insurance
CredentialsInsurance licenses, sometimes certifications in personal linesInsurance licenses, customer service training
Work EnvironmentOffice or remote, supporting insurance agents or agenciesOffice or call center, handling customer inquiries
Employer & IndustryInsurance agencies, brokers, companiesInsurance companies, agencies, brokers
Search & ComparisonOften compared for support roles in personal linesCommonly searched for customer support roles in insurance

Both roles involve insurance knowledge and customer interaction, but Assistant Personal Lines Insurance typically supports agents with policy management, while Customer Service Representatives handle direct customer inquiries. The roles overlap in credentials and work environment, making them closely related in the insurance industry.

What is a personal lines assistant?

A personal lines assistant supports insurance agents or companies by handling customer inquiries, processing policy applications, and managing policy documentation related to personal insurance products such as auto, home, and renters insurance. The role often requires strong communication skills, attention to detail, and familiarity with insurance software systems. It may also involve administrative tasks and customer service responsibilities.

What are the most commonly searched types of Personal Lines Insurance jobs in Indiana?

The most popular types of Personal Lines Insurance jobs in Indiana are:

What cities in Indiana are hiring for Assistant Personal Lines Insurance jobs?

Cities in Indiana with the most Assistant Personal Lines Insurance job openings:

P&C Personal Lines Insurance Agent

Korhorn Financial Group Inc

Granger, IN • On-site

$25K/mo

Full-time

Re-posted 26 days ago


Job description

The Personal Lines Insurance Producer's mission is to help KFG Insurance agency grow profitably by educating prospects and clients to make informed insurance and financial decisions. They will accomplish this by developing professional referral sources, onboarding clients, and uncovering trust expansion opportunities.

Responsibilities and Tasks

  • Sells an average of $25,000 in new business premium volume monthly.
  • Maintains a minimum close ratio of 50% or greater.
  • Uncovers trust expansion opportunities.
  • Cultivates professional referral relationships throughout the community and networking.
  • Works closely with Financial Advisory and Accounting team to maintain Korhorn’s comprehensive protection planning approach.
  • Maintain an average of (5) prospect touches daily.
  • Adheres to KFG New Business process and agency standards to maintain carrier compliance and the agencies identified ideal clientele.
  • Prospecting with clientele
  • Quote new business to meet daily/monthly goals.
  • Adheres to company underwriting guidelines.
  • Maintains a comprehensive knowledge of personal carrier products and changes to products.
  • Markets accounts with appropriate carriers based on personal niche to offer an ideal proposal.
  • Educates/Advises clientele.
  • Schedules meetings with prospects to review coverage recommendations.
  • Works with Financial Advisors, to ensure the insurance advice given is within the context of a client’s overall financial picture.
  • Thoroughly discusses identified gaps in coverage or coverage concerns. Presents solutions to problem areas.
  • Presents coverages and endorsements in a manner that is understandable to prospect, striving to keep dialogue free of insurance jargon or acronyms.
  • Engages the client in the presentation process to ensure they understand the material presented. Elicit a response from client regarding whether they have a reason or concern about proceeding with the coverage recommendations/quotes presented.
  • Documents all paperwork in connection with the agency’s new business process including copies of current policy dec pages, discount documents, photographs, signed applications, prior agent cancellations etc.
  • Maintains orderly and carrier-compliant files.
  • Submits/Issues all new policies accepted only upon receipt of signed applications/paperwork and deposit premiums.
  • Cancels prior coverage and contacts any lenders who need notification of company change.
  • Maintains CRM data integrity by updating proposal status for prospects in pipeline or works with implementation to ensure accurate information is documented.
  • Demonstrates exemplary communication skills when engaging with personal prospects, clients and both internal and external referral sources.
  • Perform other duties as required.


Required Skills and Abilities

  • Strong professional presence.
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and negotiation skills.
  • Excellent organizational skills and attention to detail.
  • Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload.
  • Strong analytical and problem-solving skills.
  • Ability to adapt to the needs of the organization and clients.
  • Ability to prioritize tasks and to delegate them when appropriate.
  • Thorough knowledge of carrier, underwriting and binding requirements.
  • Proficient with Microsoft Office Suite or related software.
  • Must be intrinsically motivated and able to work individually with little direction.
  • Must be a team player and able to collaborate with other Insurance team members and cross-functional department members.
  • Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the insurance services industry.
  • Must exemplify the firm’s corporate values and represent the company well in the community and in all dealings with vendors, customers, and other affiliates.


Education and Experience

  • Bachelor’s degree in business administration, or related field preferred; and/or equivalent industry experience preferred.
  • Industry designations preferred
  • P & C License - Must be able to obtain within 30 days of hire.

Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer.