Personal Lines Insurance Client Advisor

Element Risk Management

Woodstock (VA)

On-site

USD 42,000 - 62,000

Full time

14 days+
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Job summary

Element Risk Management in Woodstock, VA is seeking a Personal Lines Service Associate to support Account Managers and Executives by analyzing client needs, evaluating options, and handling endorsements, billing, EOIs, and coverage changes.

The role requires independent work, strong communication, and thorough knowledge of personal lines insurance; you will interact with customers and carriers, ensuring accurate processing and responsive service across the agency.

Qualifications

  • Excellent verbal and written communication is required.
  • Knowledge of personal lines insurance forms and risk options.
  • Ability to work with account managers and clients to assess coverage needs.

Responsibilities

  • Support Account Managers and Account Executives to develop and retain customers.
  • Answer client questions regarding coverage when applicable.
  • Assist policyholders with endorsements, billing, EOIs, and coverage changes.
  • Collaborate with team to provide feedback on customer and market conditions.
  • Ensure requests for changes are properly implemented per company policies.

Skills

Communication skills
Independent decision-making
Personal lines knowledge

Education

College degree or equivalent

Job description

Element Risk Management in Woodstock, VA is seeking a Personal Lines Service Associate to support Account Managers and Executives by analyzing client needs, evaluating options, and handling endorsements, billing, EOIs, and coverage changes.

The role requires independent work, strong communication, and thorough knowledge of personal lines insurance; you will interact with customers and carriers, ensuring accurate processing and responsive service across the agency.

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