Licensed P&C Insurance Service Advisor

2-3 years of personal lines insurance experience in a service, retention, or sales support role. Actively hold a Property and Casualty or Personal Lines license in at least 10 states. Proven success preventing cancellations, rewriting business, and cross-selling additional products. Clear, confident, and empathetic communication skills. Highly proficient in navigating multiple carrier systems and CRMs. Detail-oriented, organized, and capable of performing high-quality work with limited oversight.

Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS. Retain and grow customers by managing renewals and presenting competitive solutions. Drive revenue through consultative selling, quoting and binding additional lines of coverage. Interpret and analyze policies, endorsements, and reports. Partner cross-functionally with Sales, Training, and Operations teams. Master technology systems, including CRM tools, comparative raters, and carrier portals. Champion efficiency and accuracy by leveraging automation and data.