Personal Lines Insurance Client Advisor

Community Bank, N.A.; LaBelle (FL); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical, Vision & Dental insurance

401K with match

Pension

Job summary

OneGroup is seeking a Personal Insurance Client Advisor in the United States (LaBelle, FL). This role operates in a collaborative team environment to respond to client needs and protect assets.

Responsibilities include servicing a book of business, handling policy changes, renewals, and claims, and advising clients on comprehensive coverage beyond price. Strong communication and organization are essential.

Qualifications

• High School Diploma or Equivalent.
• College Degree Preferred.
• All applicants must be 18 years or older.

Responsibilities

• Handle a book of business and build client relationships.
• Assist with policy changes, renewals and claims processing.
• Advise on value beyond price for comprehensive coverage.
• Conduct coverage reviews and advise on adequate protection.
• Reach out to new clients within 30-45 days of start date.
• Communicate with underwriters to resolve issues and protect insurability.
• Document all interactions in the company system.

Skills

Customer Service

Policy Coverage

Software Usage

Independent Work

Organization

Education

High School Diploma

College Degree Preferred

4-40 License

Tools

CRM/Policy Software

MS Word & Excel

Job description

OneGroup is seeking a Personal Insurance Client Advisor in the United States (LaBelle, FL). This role operates in a collaborative team environment to respond to client needs and protect assets.

Responsibilities include servicing a book of business, handling policy changes, renewals, and claims, and advising clients on comprehensive coverage beyond price. Strong communication and organization are essential.