Personal Lines Service Advisor

Job Description

The Person al Lines Service Advisor is at the core of Metz Wood’s success. We believe in protecting the moments that matter most, and this role brings that to life for our clients and our community. As the Personal Lines Licensed Service Advisor, you’ll be responsible for creating a positive experience for our Metz Wood clients, from customer onboarding to annual reviews, and everything in between.

This full-time position will be primarily based in Chatham or Hudson, Monday through Friday from 8 AM to 4:30 PM.

• Paid Time Off (PTO)
• Health Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off

• 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
• Properly prepare quotes and present to the client
• Report claims on behalf of clients and offer guidance throughout the process
• Follow all necessary agency procedures and maintain high underwriting standards to best serve our clients
• Work collaboratively as a part of a team to fulfill the needs of our clients

• Experience in customer service, interacting with customers over email, phone, and/or in person
• Ability to learn quickly, from understanding agency processes and procedures to adeptly utilizing our Agency Management Software system (Applied Epic)
• Eagerness to work in a team environment
• Proficiency in Microsoft Word, Excel, and Outlook
• Experience working in the Insurance industry is a bonus, but not required
• Currently hold a Property & Casualty License, or ability to pass licensing exam within first 60 days of starting the position. If not currently licensed, Metz Wood will pay for cost of licensing course and provide time during normal working hours to complete necessary training
• Excitement to positively impact our clients and join a dynamic, growing company!

If you’re interested in joining the team at Metz Wood Insurance, please share your resume with us by submitting it via the form below and include a cover letter if you’d like. A member of our team will be in touch following your application. We appreciate your interest and are excited to learn more about you!