Personal Lines Insurance Advisor | Growth & Client Care

Schwarz Insurance Agency, Inc.; Marshfield (WI); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Job summary

The Juris Agency in Marshfield, WI is seeking a Personal Lines Customer Service Agent to manage an assigned book of business and provide exceptional service. You will analyze risk with clients and recommend suitable coverage.

Responsibilities include policy changes, renewals, and claims support, with a license to practice in Wisconsin or the ability to obtain one within 3 months of hire. Strong communication and organizational skills are essential.

Qualifications

• 2-5 years of personal insurance experience preferred.
• Wisconsin Property & Casualty license or ability to obtain within 3 months of hire.
• Strong problem-solving and organizational skills.
• Excellent verbal and written communication; detail oriented.
• Able to multi-task and adapt to changing priorities.
• Self-directed, professional demeanor; able to work independently.

Responsibilities

• Manage customer data and document all interactions in Applied Epic.
• Process policy changes and handle new business electronically via carrier sites.
• Conduct regular client reviews to assess evolving insurance needs and coverage.
• Maintain communication with customers via email and phone about policy updates.
• Assist customers with claims and guide them through the process.
• Cross-sell by adding new policies to round out accounts.

Skills

Communication skills

Multitasking

Attention to detail

Problem solving

Independent work

Tools

Applied Epic

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

The Juris Agency in Marshfield, WI is seeking a Personal Lines Customer Service Agent to manage an assigned book of business and provide exceptional service. You will analyze risk with clients and recommend suitable coverage.

Responsibilities include policy changes, renewals, and claims support, with a license to practice in Wisconsin or the ability to obtain one within 3 months of hire. Strong communication and organizational skills are essential.