Personal Lines Insurance Advisor — Impact & Growth

Community Bank, N.A.; Bethlehem (Northampton County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision insurance

Dental insurance

401(k) match

Pension

Tuition reimbursement

Banking discounts

Job summary

OneGroup, a subsidiary of Community Bank, N.A., is seeking a Personal Insurance Client Advisor in Bethlehem, PA. You will respond to client needs, protect assets, and work closely with sales and management to deliver tailored insurance solutions.

Responsibilities include managing a book of business, handling policy changes, renewals, and claims, and advising clients on value-based options. Excellent communication, organizational skills, and a proactive service mindset are essential.

Qualifications

• 1-3 years of insurance experience preferred.
• Strong policy coverage expertise.
• Customer service experience required.
• Ability to use menu-driven software, Word, and Excel.
• Ability to work independently and in a team.
• Good organizational skills to manage multiple tasks efficiently.

Responsibilities

• Handle a book of business, building relationships and ensuring activities are settled efficiently and accurately.
• Assist clients with policy changes, renewals, and claims processing.
• Consistently advise clients on value propositions rather than price alone.
• Conduct coverage and exposure reviews to inform adequate coverage at loss time.
• Document all interactions in the company system.
• Maintain and update clients’ primary contact information.
• Meet metrics for account servicing, referral activity, call volume, attendance, and quality control audits.

Skills

Insurance experience

Policy knowledge

Customer service

MS Word/Excel

Education

High School Diploma or equivalent

College degree preferred

P&C License

Continuing education

Tools

MS Word

Excel

Job description

OneGroup, a subsidiary of Community Bank, N.A., is seeking a Personal Insurance Client Advisor in Bethlehem, PA. You will respond to client needs, protect assets, and work closely with sales and management to deliver tailored insurance solutions.

Responsibilities include managing a book of business, handling policy changes, renewals, and claims, and advising clients on value-based options. Excellent communication, organizational skills, and a proactive service mindset are essential.