Personal Lines – Licensed Policy Services Advisor
Join Our Team
We’re looking for a motivated Licensed Policy Services Advisor who delivers exceptional client service, handles licensed service requests, and helps identify opportunities to improve client coverage. This role supports a small book of business and collaborates closely with our sales and retention teams.
Qualifications
- Active Property & Casualty license.
- Knowledge of personal and/or commercial lines.
- Commitment to ongoing continuing education.
- Strong communication and problem‑solving skills.
- Spanish bilingual a plus
Compensation
- Annual wage range $42k to $51k with opportunity to earn incentives and bonus
About the Role
- Manage a small book of nonstandard & specialty clients
- Process policy changes such as vehicle updates and coverage adjustments.
- Review accounts for remarketing opportunities and coordinate remarkets as needed.
- Assist with cross‑sell and upsell opportunities.
- Handle mortgage and lienholder requests, including verification and documentation.
- Support clients needing assistance from a licensed agent.
- Assist with personal lines quotes as needed.
- Maintain accurate documentation in the agency management system.
- Communicate clearly with clients to explain coverage and service options.
- Collaborate with team members to ensure a seamless client experience.
Key Competencies
- Client‑focused mindset
- Strong organization and follow‑through
- Adaptability
- Team collaboration
- Clear communication
- Proactive approach and initiative
Our Values
Flexible. Accountable. Motivated. Integrity. Learn. Yes We Will.
These values guide the way we serve our clients, collaborate as a team, and grow as professionals.
Why You’ll Love Working Here
We value growth, collaboration, and doing what’s right—for our clients and each other. You’ll be part of a supportive, forward‑thinking team that invests in your development and empowers you to do meaningful work every day.