Our Client is a fourth-generation, community-focused insurance agency that has proudly served our clients for over a century. Our reputation for excellence is built on a deep commitment to service, integrity, and client satisfaction. We value our employees as the foundation of our success and offer meaningful career opportunities with generous compensation, annual bonuses, and ongoing professional growth.
The Personal Lines Licensed Service Advisor is at the core of our Clients success. We believe in protecting the moments that matter most, and this role brings that to life for our clients and our community. As the Personal Lines Licensed Service Advisor, you'll be responsible for creating a positive experience for our clients, from customer onboarding to annual reviews, and everything in between.
In this role, you will:
Advise and provide high quality service to personal insurance clients
Communicate with clients over phone, email, and in person
Identify client needs and proactively recommend additional products and coverages when appropriate
Properly prepare quotes and present to the client
Report claims on behalf of clients and offer guidance throughout the process
Follow all necessary agency procedures and maintain high underwriting standards to best serve our clients
Work collaboratively as a part of a team to fulfill the needs of our clients
Qualifications:
Experience in customer service, interacting with customers over email, phone, and/or in person
Ability to learn quickly, from understanding agency processes and procedures to adeptly utilizing our Agency Management Software system (Applied Epic)
Eagerness to work in a team environment
Superior multi-tasking skills
Proficiency in Microsoft Word, Excel, and Outlook
Experience working in the Insurance industry is a bonus, but not required
Currently hold a Property & Casualty License, or ability to pass licensing exam within first 60 days of starting the position.
Excitement to positively impact our clients and join a dynamic, growing company!
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