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.
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.