Job Description

Join Our Team as an Insurance Agent!

The Wolfe Insurance Agency is an established Independent Insurance Agency. We have served the Finger Lakes Region since 1974. Our customers are a part of our family; we are a part of our community! We are the well-known face folks look to for help when the unexpected and difficult happens.

Daily Responsibilities of the Customer Service Insurance Agent:

• Develop and maintain client relationships
• Assess clients' insurance needs and recommend suitable coverage options
• Provide quotes and sell the insurance best suited to each client
• Explain policy features, benefits, and exclusions to clients
• Provide excellent customer service by addressing client inquiries and resolving any issues
• Analyze clients' current insurance policies and make recommendations for improvements or additional coverage
• Process policy applications, endorsements, and renewals
• Submit client's claims and follow-up
• Collaborate with underwriters, adjusters, and other insurance professionals to ensure client satisfaction

Required Skills for our Customer Service Insurance Agent:

• Personal Lines Insurance experience
• Active Property and Casualty License
• Proven experience and delight in customer service roles
• Strong communication and interpersonal skills by phone, in person, and through written and electronic correspondence
• Ability to work independently as well as collaborate with a team
• High level of organizational skills and attention to detail and follow-through
• Ability to prioritize job tasks
• Proficiency in using computer systems and software for policy management
• Consistent attendance and solid work ethic
• Work onsite in the office

Front-Runner Insurance Agent Skills:

• Good experience with Erie Insurance and reference from Erie Insurance Rep.

Salary and Benefits:

This position offers a competitive salary ranging from $40,000 to $60,000 per year, salary commensurate with experience. In addition, we offer a comprehensive benefits package that includes a 401(k) matching plan, flexible schedules, paid vacation and sick time, paid parental leave, earned wage access, and paid short-term disability. We are planning to offer a health and dental insurance plan on the NYS Marketplace for our employees beginning September 2026, and are offering a specific health insurance reimbursement allowance until then. Being a small business, we treat our staff as if they are family, with support and opportunities to grow. We cover costs for all continuing education related to your license and position in the company. 

Company Information:

The J. James Wolfe Agency is a family-owned and operated Independent Insurance Agency. We're located in Canandaigua, NY. We've been serving the FingerLakes and Greater Rochester area since 1974, with customers across NY State. We treat our customers as if they are a (well-liked) part of our family. Other agencies may offer similar coverage, but our renowned service comes with a personal touch. When you're ready to enjoy the comfortable, trustworthy service of the area's largest locally owned Insurance Agency, we're here for you.

DEI Statement:

At J. James Wolfe Agency, we are committed to creating a diverse, equitable, and inclusive workplace where all employees feel valued and respected. We believe that diversity in all its forms enriches our company culture and enhances our ability to serve our customers effectively.

EEO Statement:

J. James Wolfe Agency is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to providing a work environment that is free from any form of discrimination based on race, color, religion, gender, sexual orientation, age, national origin, disability, or veteran status.

Employment Type: Full Time
Salary: $40,000 - $60,000 Annual
Bonus/Commission: No

Job Tags

Full time, Temporary work, Work at office, Flexible hours

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