Personal Lines Service Advisor

Job Summary

Looking for a dedicated and professional Personal Lines Service Advisor to join a growing team. This role is pivotal in providing exceptional service to our personal insurance clients, ensuring their needs are met with the highest standards of care and professionalism.

Compensation Package

• Salary Range: $50,000 - $80,000

Responsibilities

• Provide high-quality service and advice to personal insurance clients.
• Communicate effectively with clients via phone, email, and in person.
• Identify client needs and proactively recommend additional products and coverages when appropriate.
• Prepare and present quotes to clients with professionalism and accuracy.
• Assist clients with claims reporting and provide guidance throughout the process.
• Adhere to agency procedures and maintain high underwriting standards.
• Collaborate with team members to meet client needs and ensure seamless service delivery.
• Perform basic office tasks, including managing incoming mail, monitoring agency messages, and handling supply orders as needed.

Qualifications/Requirements

• Experience: Minimum of 1 year in a similar role preferred.
• Licenses/Designations: Property & Casualty (P&C) license is ideal but not required.
• Technical Skills: Familiarity with Epic software is preferred, but experience with other systems is acceptable.
• Soft Skills:
  • Family-oriented and friendly demeanor
  • Strong communication skills
  • Professional and client-focused
  • Team player with a go-getter attitude
• Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus.

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