Personal Lines Licensed Service Advisor

MetzWood Insurance is growing our team! We are looking for a positive team-player to join our Personal Insurance Department as a Licensed Service Advisor. This person will provide excellent customer service to our personal insurance clients.

This position requires an ability to learn quickly, master multi-tasking, communicate effectively over email and in-person, and thrive in a team environment. This role necessitates a proficiency in Microsoft Word, Excel, and Outlook and the ability to quickly learn our Agency Management System software.

About The Opportunity

  • Advise and provide high quality service to personal insurance clients.
  • Identify client needs and proactively recommend and sell additional products and coverages.
  • Properly prepare quotes and present to client.
  • Ability to follow agency procedures and maintain high underwriting standards.
  • Properly advise and report claims on behalf of clients.
  • Excellent problem solving skills are a must.
  • Previous insurance experience is a plus, but not required.
  • Current Property & Casualty license, or ability to obtain within 60 days.
  • Be a Team Player at all times.