Personal Lines Service Advisor

Job Description

About the Role

We're seeking a dedicated Personal Lines Service Advisor to join our growing team. This role is the heartbeat of our client service operations, playing a vital part in protecting what matters most to our customers. You'll be responsible for delivering a top-tier experience to clients-from onboarding to annual policy reviews, claims support, and everyday service needs.

This is a full-time position that offers hands-on training, opportunities for growth, and a supportive team environment.

Key Responsibilities

Provide expert advice and high-quality service to personal insurance clients

Communicate professionally via phone, email, and in-person interactions

Understand and anticipate client needs, recommending additional coverages when appropriate

Prepare and present insurance quotes clearly and accurately

Assist clients in filing claims and offer guidance throughout the claims process

Follow internal processes and maintain high underwriting standards

Collaborate with team members to ensure exceptional service delivery

What We're Looking For

Customer service experience (phone, email, or in-person)

Quick learner with strong attention to detail

Team-oriented and collaborative mindset

Proficiency in Microsoft Office (Word, Excel, Outlook)

Previous insurance experience is a plus, but not required

Property & Casualty License preferred-or willingness to obtain within 60 days (we'll cover the cost and provide time for training)

Passion for making a positive impact and helping others

Benefits

Competitive base salary with bonus opportunities

Paid Time Off (PTO)

Health Insurance

Retirement Plan

Consistent weekday schedule with evenings off

Hands-on training and ongoing career development

If you're excited to build relationships and make a difference in the lives of our clients, we'd love to hear from you. Submit your resume and optional cover letter today-we're looking forward to learning more about you!

Full-time