Personal Lines Insurance Advisor: Relationships & Coverage

W3Global; Raleigh (NC); On-site; USD 50,000 - 75,000; Full time

Job summary

W3Global is seeking an experienced Personal Lines Insurance Advisor to manage and grow a book of personal insurance clients. The ideal candidate will have experience in personal insurance, strong relationship-building skills, and a client-first approach.

This role emphasizes educating clients, understanding coverage needs, and providing personalized recommendations rather than transactional sales. You will work with multiple carriers to tailor home, auto, umbrella, and life solutions while

Qualifications

• Active Property & Casualty (P&C) license is required.
• Experience in personal lines insurance.
• Excellent customer service and relationship-building abilities.

Responsibilities

• Manage and grow a portfolio of personal insurance clients.
• Consult with clients regarding home, auto, umbrella, and life insurance needs.
• Assess client risks and recommend appropriate coverage options.
• Build and maintain strong, long-term client relationships.
• Proactively communicate with clients regarding renewals, policy changes, and life events.
• Assist clients with policy updates, renewals, and other insurance service needs.
• Provide clear explanations of coverage options and help clients make informed decisions.
• Maintain accurate client records and follow up consistently on outstanding items.
• Work with multiple insurance carriers to identify suitable coverage options.

Skills

Client relationships

Communication skills

Time management

Job description

W3Global is seeking an experienced Personal Lines Insurance Advisor to manage and grow a book of personal insurance clients. The ideal candidate will have experience in personal insurance, strong relationship-building skills, and a client-first approach.

This role emphasizes educating clients, understanding coverage needs, and providing personalized recommendations rather than transactional sales. You will work with multiple carriers to tailor home, auto, umbrella, and life solutions while