- Location
- Dubuque, IA
- Department
- Customer Service
- Education
- Bachelor
- Source
- Paylocity
Description
Description
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
Requirements
- Highschool diploma or equivalent required; associate or bachelor's degree preferred.
- Previous customer service, administrative support, sales support, or office experience preferred.
- Strong communication and interpersonal skills.
- Excellent organizational and time management abilities.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong attention to detail and commitment to accuracy.
- Proficiency in Microsoft Office applications.
- Willingness to learn insurance products, industry terminology, and agency systems.
- Positive attitude, strong work ethic, and desire to grow professionally.
Success Attributes
- Client-focused mindset.
- Strong problem-solving skills.
- Adaptable and resourceful.
- Team-oriented and collaborative.
- Eager to learn and embrace new challenges.
- Interest in building a long-term career in insurance and risk management.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
The employee must occasionally exert up to 25 pounds of force and/or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. This position requires in-office presence with minimized potential for hybrid working options (dependent upon staffing levels and other business necessities), involves sitting most of the time, but may involve walking or standing for brief periods of time.
