Personal Lines Service Advisor - Mon-Fri Client Care
MetzWood Insurance
A complete application in a minute
Tailored resume and cover letter, ready to send.
Benefits offered by this job
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
Education
Tools
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.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
