Client-Focused Personal Lines Advisor

Conner Insurance Inc; Fort Wayne (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading insurance agency in Fort Wayne is seeking a dedicated Personal Lines Advisor to drive client acquisitions and manage insurance accounts. The role encompasses counseling clients, developing marketing strategies, and ensuring retention goals are met. Ideal candidates will have strong communication skills, the ability to thrive in a fast-paced environment, and relevant industry experience. A bachelor's degree is preferred along with a valid Indiana insurance license.

Qualifications

• Maintain a current Indiana Property & Casualty Insurance license.
• Experience in the insurance industry is preferred.
• Strong relationship-building skills with clients.

Responsibilities

• Generate new client acquisitions and maintain personal insurance accounts.
• Counsel clients throughout the insurance process as the main point of contact.
• Build and maintain effective relationships with clients and insurance partners.
• Educate clients on coverages and available plans.

Skills

Proficient in Microsoft Office Suite

Excellent oral and written communication skills

Organized and detailed

Ability to work independently

Professional telephone skills

Ability to analyze and interpret policies

Education

Bachelor’s degree or Associate’s degree

High school diploma

Tools

Microsoft Office Suite

Adobe Acrobat

Job description

A leading insurance agency in Fort Wayne is seeking a dedicated Personal Lines Advisor to drive client acquisitions and manage insurance accounts. The role encompasses counseling clients, developing marketing strategies, and ensuring retention goals are met. Ideal candidates will have strong communication skills, the ability to thrive in a fast-paced environment, and relevant industry experience. A bachelor's degree is preferred along with a valid Indiana insurance license.