Insurance Client Advisor – P&C, In-Office Growth

Heidi-Rowan-Insurance-Agency; Happy Valley (OR); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental Insurance

Vision Insurance

Hands-on Training

Mon-Fri Schedule

Career Growth

Retirement Plan

Evenings Off

Job summary

Heidi-Rowan-Insurance-Agency in Oregon seeks a Licensed Client Service Representative to manage existing client relationships, conduct insurance reviews, and cross-sell policies. The role emphasizes strong client service, in-office collaboration, and dedicated attention to retention.

The position offers paid training, mentorship, and bonus pay based on performance, with benefits including PTO, health, dental, and vision insurance, and regular weekday hours.

Qualifications

• Experience delivering quality client service in an insurance or financial services setting.
• Strong communication, written and verbal, with clients and colleagues.
• Able to prioritize tasks in a fast-paced office environment.
• Detail-oriented with solid organizational skills.
• Ability to work independently and follow established processes.

Responsibilities

• Pivot incoming service calls to comprehensive insurance reviews for existing clients to assess coverage needs and opportunities.
• Identify cross-selling opportunities and promote additional products to existing clients.
• Utilize CRM software to maintain accurate records of client interactions and policy details.
• Provide personalized solutions to clients based on their insurance preferences.
• Act as a trusted advisor to clients by offering guidance on insurance-related matters.

Skills

Customer service

Communication

Organization

Tools

CRM software

Windows 11

Outlook

Google Drive

Dropbox

Job description

Heidi-Rowan-Insurance-Agency in Oregon seeks a Licensed Client Service Representative to manage existing client relationships, conduct insurance reviews, and cross-sell policies. The role emphasizes strong client service, in-office collaboration, and dedicated attention to retention.

The position offers paid training, mentorship, and bonus pay based on performance, with benefits including PTO, health, dental, and vision insurance, and regular weekday hours.