Personal Lines Account Advisor: Growth & Client Impact

Coca-Cola Beverages Northeast; LaBelle (FL); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition reimbursement

Banking discounts

Job summary

OneGroup, a leading insurance and risk management firm, seeks a Personal Insurance Client Advisor to join a collaborative team. You will service client accounts, respond to requests, and protect clients’ assets with a focus on value over price.

The role emphasizes relationship-building, policy changes, renewals, and claims support, within a high-volume insurance environment. 40-hour weeks with competitive benefits.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Strong knowledge of policy coverage and customer service.
• Ability to use Word/Excel and policy management software.
• Experience working in a team environment; good organizational skills.

Responsibilities

• Handle a book of business and build client relationships.
• Assist clients with policy changes, renewals and claims processing.
• Advise on value beyond price and ensure comprehensive coverage.
• Conduct coverage reviews to ensure adequate protection.

Skills

Customer service

Policy coverage

Software proficiency

Teamwork

Organization

Education

High School Diploma or Equivalent

College Degree Preferred

Tools

MS Word

Excel

Policy management software

Job description

OneGroup, a leading insurance and risk management firm, seeks a Personal Insurance Client Advisor to join a collaborative team. You will service client accounts, respond to requests, and protect clients’ assets with a focus on value over price.

The role emphasizes relationship-building, policy changes, renewals, and claims support, within a high-volume insurance environment. 40-hour weeks with competitive benefits.