Job Description
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: $50000 - $80000
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.
#LI-MB6
Required Experience:
Unclear Seniority
Job DescriptionPersonal Lines Service AdvisorJob SummaryLooking 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 c...
Job Description
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: $50000 - $80000
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.
#LI-MB6
Required Experience:
Unclear Seniority
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