General application for insurance professionals and support staff. Responsibilities may include assisting clients with coverage changes, billing, policy updates, renewals, retention, quoting, policy servicing, documentation, and workflow improvement. Roles may include licensed personal or commercial lines customer service representatives, account managers, producers, front-desk staff, operations assistants, and virtual assistants. The agency offers a hybrid schedule after training and values empathy, ownership, organization, and clear communication.

Manage existing personal lines clients through renewals, rate-increase conversations, remarketing, proposals, binding, documentation, and cancellation saves. The role requires licensed Idaho P&C expertise, strong phone communication, organized follow-through, and client-first service. Responsibilities include maintaining accurate EZLynx records, identifying appropriate cross-sell opportunities, and managing the renewal pipeline end-to-end in a hybrid work environment.

Serves as the agency’s first point of contact by warmly greeting clients, answering and routing calls, scheduling appointments, verifying contact information, executing workflows, and supporting process improvements. The role requires strong customer service, organization, communication, calmness under pressure, accurate data entry, and comfort with modern tools. No insurance license is required, and the employer will support obtaining one for future advancement.