Personal Insurance Client Advisor

Benefit Plans Administrative Services, Inc.; Allentown (Lehigh County); On-site; USD 31,684 - 45,460; Full time

Benefits offered by this job

Health insurance

Paid holidays

401K with match

Pension

Tuition Reimbursement

Banking discounts

Job summary

OneGroup seeks a Personal Insurance Client Advisor to work with the Personal Insurance department. You will respond to client needs, protect assets, and manage a book of business while coordinating with sales, management, and carriers to ensure accurate, timely service.

The role emphasizes relationship-building, proactive client contact, and maintaining up-to-date client information, with a focus on value over price and comprehensive coverage.

Qualifications

• High School diploma or equivalent with preferred college degree.
• Property & Casualty license or ability to maintain licensing.
• 1–3+ years of insurance experience and strong policy knowledge.

Responsibilities

• Handle a book of business and build client relationships.
• Assist clients with policy changes, renewals, and claims.
• Advise on value beyond price and ensure adequate coverage.
• Conduct coverage reviews and communicate with carriers and underwriters.
• Document all client interactions in the company system.

Skills

Policy knowledge

Customer service

Multitasking

MS Word / Excel

Independent worker

Education

High School Diploma

College degree preferred

P&C license

Tools

MS Word

MS Excel

Job description

OneGroup seeks a Personal Insurance Client Advisor to work with the Personal Insurance department. You will respond to client needs, protect assets, and manage a book of business while coordinating with sales, management, and carriers to ensure accurate, timely service.

The role emphasizes relationship-building, proactive client contact, and maintaining up-to-date client information, with a focus on value over price and comprehensive coverage.