Personal Lines Service Advisor
W3Global Inc. - Chatham, NY
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Job DescriptionJob DescriptionAbout the RoleWe're seeking a dedicated Personal Lines Service Advisor to join our growing team. This role is the heartbeat of our client service operations, playing a vital part in protecting what matters most to our customers. You'll be responsible for delivering a top-tier experience to clients-from onboarding to annual policy reviews, claims support, and everyday service needs.This is a full-time position that offers hands-on training, opportunities for growth, and a supportive team environment.Key ResponsibilitiesProvide expert advice and high-quality service to personal insurance clientsCommunicate professionally via phone, email, and in-person interactionsUnderstand and anticipate client needs, recommending additional coverages when appropriatePrepare and present insurance quotes clearly and accuratelyAssist clients in filing claims and offer guidance throughout the claims processFollow internal processes and maintain high underwriting standardsCollaborate with team members to ensure exceptional service deliveryWhat We're Looking ForCustomer service experience (phone, email, or in-person)Quick learner with strong attention to detailTeam-oriented and collaborative mindsetProficiency in Microsoft Office (Word, Excel, Outlook)Previous insurance experience is a plus, but not requiredProperty & Casualty License preferred-or willingness to obtain within 60 days (we'll cover the cost and provide time for training)Passion for making a positive impact and helping othersBenefitsCompetitive base salary with bonus opportunitiesPaid Time Off (PTO)Health InsuranceRetirement PlanConsistent weekday schedule with evenings offHands-on training and ongoing career developmentIf you're excited to build relationships and make a difference in the lives of our clients, we'd love to hear from you. Submit your resume and optional cover letter today-we're looking forward to learning more about you!
Created: 2025-04-24