Personal Lines Sales Support Administrator

Company Overview

ThompsonBaker Agency, Inc. is a well-established independent insurance agency located in downtown St. Augustine, Florida. For approximately 100 years, we have served clients with trusted insurance guidance, professional service, and long-term relationships.

Job Overview

We are seeking a professional, detail-oriented Personal Lines Insurance Support Specialist to join our Personal Lines department.

This is a full-time, in-person role supporting Personal Lines new business, client onboarding, underwriting follow-up, administrative workflow, and receptionist/front desk backup. The position works closely with a senior Personal Lines Sales Agent and may provide a pathway into a future Personal Lines sales role for the right person.

This is not a remote position and is not initially a sales-production role. The ideal candidate is organized, dependable, professional on the phone, comfortable with follow-up, and interested in building a career in insurance.

Duties

• Support Personal Lines new business files from intake through policy issuance.
• Follow up on underwriting requirements, missing information, signatures, payments, inspections, and carrier requests.
• Communicate professionally with clients, carriers, mortgage companies, realtors, lenders, and internal team members.
• Help create a smooth and organized onboarding experience for new clients.
• Maintain accurate notes, documentation, and activity records in agency systems.
• Assist with carrier portals, policy documents, data entry, scanning, and file organization.
• Provide receptionist/front desk backup, including answering phones, greeting visitors, and routing calls.
• Learn carrier appetite, underwriting requirements, coverage basics, and Personal Lines workflow.
• Support department and agency projects as assigned.

Requirements

• Prior professional office, administrative, client service, insurance, banking, mortgage, real estate, or similar experience.
• Strong organization, follow-up, and attention to detail.
• Professional written and verbal communication skills.
• Comfortable answering phones and assisting clients in person.
• Ability to work full-time, in person, Monday through Friday in St. Augustine.
• Ability to manage multiple priorities and follow through without constant reminders.
• Positive attitude, accountability, and willingness to learn.
• Interest in developing insurance knowledge and potential future sales capability.

Preferred Qualifications

• Prior insurance agency or Personal Lines experience.
• Florida 4-40, 20-44, or 2-20 insurance license.
• Applied Epic experience.
• Experience with underwriting follow-up, client onboarding, receptionist coverage, or administrative support.

Insurance experience is helpful, but we are open to training the right person who has strong professional office experience, excellent follow-through, and a serious interest in an insurance career.

Schedule

Full-time, Monday through Friday.

Work location: In person, downtown St. Augustine, FL.

Remote work: No.