We are seeking an experienced Personal Lines Insurance Advisor to manage and grow a book of personal insurance clients. The ideal candidate will have experience in personal insurance, strong relationship-building skills, and a client-first approach.
This role is ideal for someone who enjoys educating clients, understanding their insurance needs, and providing personalized coverage recommendations rather than taking a transactional sales approach.
Manage and grow a portfolio of personal insurance clients.
Consult with clients regarding home, auto, umbrella, and life insurance needs.
Assess client risks and recommend appropriate coverage options.
Build and maintain strong, long-term client relationships.
Proactively communicate with clients regarding renewals, policy changes, and life events.
Assist clients with policy updates, renewals, and other insurance service needs.
Provide clear explanations of coverage options and help clients make informed decisions.
Maintain accurate client records and follow up consistently on outstanding items.
Work with multiple insurance carriers to identify suitable coverage options.
Previous experience in personal lines insurance or a similar insurance role.
Active Property & Casualty (P&C) License required.
Strong communication and interpersonal skills.
Excellent relationship-building and customer service abilities.
Strong organizational skills and attention to detail.
Consistent follow-up and time-management skills.
Ability to analyze client needs and recommend appropriate insurance solutions.
Professional, ethical, and client-focused approach.
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