Insurance Servicing Assistant \- Position Overview
PDM Insurance is looking for a highly organized and customer\-focused Insurance Servicing Assistant to support our licensed insurance agents with day\-to\-day administrative and servicing tasks. This position is designed to help keep workflows moving efficiently while allowing agents to focus on advising clients, quoting, and writing business.
This is not a licensed sales or customer advisory position. The Insurance Servicing Assistant may assist with administrative processing and follow\-up tasks but cannot provide insurance advice, recommendations, coverage interpretations, or discuss policy details unless properly licensed.
We are looking for someone who is detail oriented, dependable, willing to learn, and thrives in a fast\-paced office environment.
ResponsibilitiesAdministrative \& Servicing Support
- Upload and organize documents in Applied Epic
- Attach and label policy documents, endorsements, and receipts correctly
- Send pre\-approved emails, forms, and requests to clients
- Request missing signatures and follow up on outstanding paperwork
- Process ID card requests and send policy documents
- Assist with policy change processing preparation for licensed agents
- Prepare renewal review packets and client files
- Enter and update customer information in agency systems
- Assist with payment receipt documentation and filing
- Order office supplies and assist with office organization
- Assist with scanning, printing, mailing, and document management
- Help maintain activity/task follow\-up lists for agents
- Answer incoming phone calls and direct clients appropriately
- Take detailed messages for licensed agents
- Schedule appointments and follow\-up calls
- Provide basic status updates such as:
- “Your documents were received”
- “Your request has been forwarded to your agent”
- “Your payment was processed”
- Assist clients with obtaining already\-issued documents such as ID cards or dec pages
- Discuss or explain insurance coverages
- Recommend policy changes
- Interpret policies
- Advise customers on limits or deductibles
- Provide premium comparisons
- Bind, change, or cancel coverage
- Give any insurance guidance or recommendations
- Strong organizational skills and attention to detail
- Ability to multitask in a fast\-paced environment
- Professional phone and communication skills
- Basic computer and office software knowledge
- Ability to work well with a team
- Willingness to learn insurance systems and workflows
- Previous insurance or office experience preferred but not required
- Applied Epic
- Outlook \& Microsoft Teams
- Carrier Websites \& Portals
- Phone System/VOIP Software
- Adobe/PDF Programs
- Positive attitude
- Self\-motivated
- Team player
- Reliable and dependable
- Comfortable handling repetitive administrative tasks
- Strong follow\-up skills
- Ability to stay calm under pressure
- Flexible schedule
- Paid time off
Customer Service Support
Important Compliance \& Licensing Limitations
This role is strictly administrative in nature unless the employee becomes properly licensed.
Unlicensed employees may NOT:
All insurance\-related advice and coverage discussions must be handled by a licensed insurance agent.
Qualifications
Systems Used
Preferred Traits
Growth Opportunities
PDM Insurance encourages growth within the agency. Employees in this role may have the opportunity to pursue insurance licensing and expand into additional responsibilities over time.
Pay: From $20\.00 per hour
Benefits:
Work Location: Hybrid remote in Chambersburg, PA 17202