Personal Lines Service Advisor - Mon-Fri Client Care

The Juris Agency; New York (NY); On-site; USD 52,000 - 65,000; Full time

Benefits offered by this job

PTO

Health Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Disability Insurance

Life Insurance

Job summary

MetzWood is seeking a Personal Lines Licensed Service Advisor to deliver high-quality service for our personal insurance clients, from onboarding to annual reviews.

Based in Chatham or Hudson, NY, this full-time role runs Monday–Friday, 8 AM to 4:30 PM, with licensing support, comprehensive benefits, and opportunities for growth within a collaborative team.

You will advise clients, prepare quotes, handle claims guidance, and uphold underwriting standards while working closely with colleagues.

Qualifications

• Experience in customer service across multiple channels.
• Familiarity with agency management software (Applied Epic).
• Licensed Property & Casualty or able to obtain within 60 days of starting.

Responsibilities

• Advise and provide high quality service to personal insurance clients.
• Communicate with clients over phone, email, and in person.
• Identify client needs and proactively recommend additional products and coverages when appropriate.
• Prepare quotes and present to the client.
• Report claims on behalf of clients and guide through the process.
• Follow agency procedures and maintain underwriting standards.

Skills

Customer service

Team collaboration

MS Word/Excel/Outlook

Applied Epic

Education

Property & Casualty License

Tools

Applied Epic

Job description

MetzWood is seeking a Personal Lines Licensed Service Advisor to deliver high-quality service for our personal insurance clients, from onboarding to annual reviews.

Based in Chatham or Hudson, NY, this full-time role runs Monday–Friday, 8 AM to 4:30 PM, with licensing support, comprehensive benefits, and opportunities for growth within a collaborative team.

You will advise clients, prepare quotes, handle claims guidance, and uphold underwriting standards while working closely with colleagues.