CLIENT SERVICE ADVISOR

SHIELDCO INSURANCE; St. Louis (MO); Hybrid; USD 25,000 - 30,000; Full time

Job summary

ShieldCo Insurance seeks a Client Service Advisor to support existing auto, home, and umbrella policyholders with day-to-day service needs in our agency systems. This full-time role offers an starting hourly rate of $18–$22, based on experience and qualifications.

You will respond to inquiries, process changes, guide claims intake, and maintain client records while collaborating with agents to resolve issues. The position emphasizes service-first support and reliability.

Qualifications

• Detail-oriented and organized with strong communication skills.
• Excellent verbal and written communication abilities.
• Comfort with computer-based work for extended periods.
• Reliable, dependable work ethic and client-focused mindset.
• Ability to work full-time in a customer-facing role.
• Prior customer service experience is preferred.

Responsibilities

• Respond to client inquiries regarding auto, home, and umbrella policy coverage, changes, and renewals.
• Process policy change requests accurately and in a timely manner using agency management systems.
• Guide clients through the initial steps of claims intake, ensuring accurate documentation and clear communication.
• Review upcoming renewals to identify coverage gaps or opportunities for policy updates.
• Maintain detailed, accurate client records and documentation within agency systems.
• Collaborate with agents and team members to resolve client concerns efficiently.
• Explain coverage options and policy details in a clear, client-friendly manner.
• Follow up with clients to confirm resolution of requests and ensure satisfaction.

Skills

Attention to detail

Organizational skills

Verbal and written communication

Computer proficiency

Reliability

Customer service experience

Full-time availability

Tools

Agency management software

CRM software

Data entry

Email/calendar tools

Job description

Client Service Advisor - Personal Lines

Are you someone who takes pride in being dependable, detail-oriented, and genuinely enjoys helping people? ShieldCo Insurance, a family-owned independent agency, is looking for a Client Service Advisor to join our Personal Lines team. In this role, you'll serve as a trusted point of contact for existing clients, guiding them through policy changes, renewals, coverage questions, and claims intake with warmth and professionalism.

Job Summary

As a Client Service Advisor, you will support our existing auto, home, and umbrella policyholders by managing day-to-day service needs within our agency management systems. This full-time role is ideal for someone who thrives on providing honest, service-first support and is comfortable working on a computer throughout the day. This position offers a starting hourly rate of $18-$22, based on experience and qualifications.

Key Responsibilities

• Respond to client inquiries regarding auto, home, and umbrella policy coverage, changes, and renewals
• Process policy change requests accurately and in a timely manner using agency management systems
• Guide clients through the initial steps of claims intake, ensuring accurate documentation and clear communication
• Review upcoming renewals to identify coverage gaps or opportunities for policy updates
• Maintain detailed, accurate client records and documentation within agency systems
• Collaborate with agents and team members to resolve client concerns efficiently
• Explain coverage options and policy details in a clear, client-friendly manner
• Follow up with clients to confirm resolution of requests and ensure satisfaction

Required Qualifications

• Strong attention to detail and organizational skills
• Excellent verbal and written communication skills
• Comfort and proficiency working on a computer for extended periods
• Reliable, dependable work ethic with a genuine desire to help clients
• Ability to work full-time
• Prior customer service experience

Preferred Qualifications

• Active Property & Casualty (P&C) insurance license
• Prior experience in personal lines insurance service or a related administrative role
• Familiarity with agency management systems
• Experience handling renewals, policy changes, or claims intake

Technical Skills

• Proficiency with agency management or CRM software (or ability to learn quickly)
• Strong data entry accuracy and typing skills
• Comfort navigating multiple software systems and screens simultaneously
• Basic proficiency with email, calendar, and office productivity tools