Personal Lines Service Advisor

MetzWood InsuranceChatham, NY, US

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Job Description

The Personal Lines Service Advisor is at the core of MetzWoods 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, youll be responsible for creating a positive experience for our MetzWood clients, from customer onboarding to annual reviews, and everything in between.

This full-time position will be primarily based in Chatham or Hudson, Monday through Friday from 8 AM to 4 : 30 PM.

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Responsibilities

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

Requirements

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

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. If not currently licensed, MetzWood will pay for cost of licensing course and provide time during normal working hours to complete necessary training

Excitement to positively impact our clients and join a dynamic, growing company!

If youre interested in joining the team at MetzWood Insurance, please share your resume with us by submitting it via the form below and include a cover letter if youd like. A member of our team will be in touch following your application. We appreciate your interest and are excited to learn more about you!

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Personal Lines Advisor • Chatham, NY, US