Service Advisor – Financial Services

MetzWood Insurance is growing our team!  We are looking for a positive team-player to join as a Service Advisor in Financial Services department.  This person will provide excellent customer service to our clients and help provide administration support to members of our sales team.

The Financial Services Department at MetzWood is responsible for providing important coverages like Life Insurance, Disability Insurance, and Long Term Care Insurance.  These important coverages can often be overlooked because they are not required like some other insurance policies.

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.

The Service Advisor position is a part-time role working approximately 20 hours per week.  During the initial training period you would be responsible for coming to our Chatham office.  After the training period remote work flexibility would be possible if desired.

About The Opportunity

  • Advise and provide high quality service to clients Life, Disability and Long Term Care Insurance.
  • 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.
  • Ability to effectively manage time and deliver quick turnaround to clients.
  • Excellent problem solving skills are a must.
  • Previous insurance experience is a plus, but not required.
  • Current Life & Health license, or ability to obtain within 60 days.
  • Be a Team Player at all times.
Fill out my online form.