Job Title: Personal Insurance Advisor
Location Options: Shillington, PA | Nazareth, PA | Allentown, PA
Worksite Arrangement: Onsite
Compensation: $65,000-70,000 Annually
Job Summary:
The Personal Insurance Advisor will be responsible for managing existing client policies, processing renewals and rewrites, and providing exemplary customer service. This position will require the ability to market cross-sell and up-sell insurance products, educate clients on coverage options, and maintain accurate and up-to-date records in the agency management system. The ideal candidate will possess a solid understanding of personal lines underwriting, strong communication skills, and a keen attention to detail.
Key Responsibilities:
Client Management & Service:
Cross-Selling & Up-Selling:
Policy & Documentation Management:
Renewal Process & Pricing Adjustments:
Client Communication & Follow-Up:
Carrier Interfacing & Correspondence:
Claims & Documentation Maintenance:
Special Projects & Ad-Hoc Duties:
Qualifications:
Experience & Skills:
Technical Skills & Attention to Detail:
Compensation & Benefits:
Competitive salary based on experience, with opportunities for performance-based incentives and a comprehensive benefits package.
Upon completing the application, you will be prompted to complete our HAALO assessment. HAALO is simply a way for us to understand your preferences, behaviors, and work styles. The assessment is a required step to complete this application. By submitting an application to Avenica, you are agreeing to be contacted via SMS text messages and email.
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