Licensed P&C Insurance Service Advisor

Two to three years of P&C or Personal Lines Insurance experience Actively hold a Property and Casualty or Personal Lines license in at least 15 states Experience identifying additional customer needs through cross-selling and upselling Outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality Proven history of personal initiative, efficiency, attention to detail, multi-tasking, and performing quality work within deadlines with or without supervision Thrive on quickly adapting and apply changes to turbo-charge your sales goals Can look at complex problems and propose creative solutions. Can learn new systems quickly and navigate multiple Carrier portals simultaneously

Assist all existing and potential agency clients across a wide variety of servicing needs via phone, email, and SMS in a prompt and friendly manner. Correctly interpret and analyze insurance policies, cancellations, reinstatements, endorsements, reports, and other insurance-related documents to make data driven decisions. Utilize carrier quoting systems in order to bind insurance policies for existing customers who are seeking additional lines of coverage or seeking renewal comparisons. Collaborate across teams to deliver the best resolution and the highest levels of customer satisfaction. Navigate dozens of insurers' products and agent portals – including Progressive, Geico, National General, Bristol West and other insurers – to efficiently and effectively service clients. Utilize complicated, evolving software, such as our CRM and in-house comp rater