Personal Lines Service Advisor

The Opportunity

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Our client, a well-established insurance brokerage, is seeking a Personal Insurance Service Advisor to join its growing client service team.

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This role is ideal for an insurance professional who is passionate about delivering exceptional client experiences, providing trusted insurance advice, and building long-term relationships. The successful candidate will support personal insurance clients through policy servicing, coverage consultations, claims support, and ongoing account management.

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The position offers the opportunity to work within a collaborative environment while continuing to develop technical insurance expertise and client relationship skills.

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Key Responsibilities

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Client Service & Account Management

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• Provide professional and responsive service to personal insurance clients through phone, email, and other communication channels.
• Manage client requests related to policy changes, endorsements, billing inquiries, and general account servicing.
• Review insurance programs and provide recommendations based on client needs and risk exposures.
• Respond to requests for documentation, coverage explanations, and policy information in a timely and accurate manner.

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Insurance Advisory Services

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• Discuss coverage options with clients and explain policy features, benefits, and limitations.
• Prepare and present insurance quotations while helping clients evaluate available coverage solutions.
• Identify opportunities to improve client protection through additional coverage recommendations.
• Support specialized insurance products and unique client situations when required.

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Claims Support

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• Assist clients throughout the claims process by providing guidance and support.
• Coordinate with insurance carriers and claims professionals to facilitate efficient claim resolution.
• Act as an advocate for clients while maintaining professional relationships with insurer partners.

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Collaboration & Professional Development

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• Work closely with internal teams to ensure a seamless client experience.
• Maintain accurate records of client interactions and policy transactions.
• Participate in training and professional development initiatives to stay current on products, regulations, and industry trends.
• Contribute to a positive team environment and support continuous improvement initiatives.

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Qualifications

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• Active RIBO license in good standing.
• Experience within a personal insurance brokerage or client service environment.
• Strong understanding of personal insurance products and coverage structures.
• Excellent communication, interpersonal, and relationship-management skills.
• Strong organizational abilities and attention to detail.
• Ability to manage multiple priorities while maintaining a high level of client service.

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Skills & Competencies

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• Client-focused approach with a commitment to service excellence.
• Strong problem-solving and decision-making capabilities.
• Professionalism, integrity, and accountability.
• Ability to work both independently and collaboratively.
• Strong written and verbal communication skills.
• Commitment to ongoing learning and professional development.

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Why Consider This Opportunity?

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• Opportunity to build meaningful client relationships and make a direct impact on client satisfaction.
• Supportive and collaborative team environment.
• Ongoing learning and career development opportunities.
• Stable and growing organization with a strong client-service focus.
• Opportunity to expand technical expertise across a variety of personal insurance products.

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Salary Information

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Compensation for the successful candidate will be determined by our client and may vary based on several factors, including local market conditions, geographic location, and job-related qualifications such as knowledge, skills, experience, education, and credentials.

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Expected salary range: $55,000.00 – $75,000.00 annually.

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