Customer Relations, Customer Support/Service, Epic Systems, Health Informatics, Health Insurance, Insurance, Microsoft Excel, Microsoft Outlook, Microsoft Word, Needs Assessment, Onboarding, Retirement Plan, Team Player, Underwriting
The Commercial Lines Service Advisor is at the core of MetzWood's success. As the Commercial Lines Service Advisor, you'll be responsible for creating a positive experience for our MetzWood clients and their businesses, from customer onboarding to annual reviews, and everything in between.
This full-time position will be primarily based in Chatham, Monday through Friday from 8 AM to 4:30 PM.
Salary Range: $60000.00 - $90000.00 per year
BenefitsAnnual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Responsibilities
- Advise and provide high quality service to commercial 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
Requirements
- 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
- Excitement to positively impact our clients and join a dynamic, growing company!
If you're interested in joining the team at MetzWood 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!