Personal Lines Service Advisor

The Jonus Group

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profile Job Location:

Chatham, NY - USA

profile Monthly Salary: $ 50000 - 80000
Posted on: 10-08-2025
Vacancies: 1 Vacancy
The job posting is outdated and position may be filled

Job Summary

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.

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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...
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The Jonus Group #1 Career Coaching Employment Agency - Best Mock Interviews, Linkedin Profile Optimization, Social Media Job Seekers, Outplacement Services, Career Goal Coach.

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