Personal Lines Service Agent

Job Description

Welcome to Western Insurance Associates

We are passionate about helping people realize their hopes and dreams. We work relentlessly to help our customers protect the things they have, and plan for the future with insurance and financial services. As an Independent Insurance Agency representing over 75 of the top Insurance Companies in America, we provide our clients with professional advice and the power of choice to determine the best solution for their needs.

The next professional who joins our Team will be a self-driven, customer service person with a desire to make a difference in people's lives. As an independent insurance professional you will collaborate with a dynamic team of sales agents with proven success who share your desire to win. This position pays a competitive base with a generous commission structure and advancement opportunity.

Fill out the Apply Here field now so we can contact you for a phone interview.

Here is a quick video of what our team says its like to work here:

As a member of our team you will enjoy the following benefits:

• Reimbursement for Property and Casualty License
• 401K with Company Match
• Company Health, Dental, Vision and Life Insurance Plan
• Paid Holidays Off
• Vacation, Sick days and Personal Time Off
• Base Salary + Uncapped Commissions
• First Year Earning Potential of $50,000-$85,000+
• * All applicants will receive an online personality assessment immediately after applying*
• * Only applicants that have completed the assessment will be considered for this position*

• Paid Time Off (PTO)
• Vision Insurance
• Health Insurance
• Dental Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off
• Life Insurance

You will be responsible for managing and servicing Western Insurance Associates personal insurance clients.

This is done by:

Client Relationship Management

Building and maintaining strong relationships with existing clients by providing exceptional customer service, processing policy transactions, and ensuring clients receive optimal insurance coverage tailored to their needs.

Communication with clients is a big part of this role. Answering the phone and promptly responding to emails is essential to providing excellent customer service.

Policy Management

Review insurance policies to ensure adequate coverage and recommend changes as needed.

Process any policy change requests, including endorsements, policy cancellations, and reinstatements.

Claims Assistance

Guide clients through the claims process, helping them file claims and providing follow-up support.

Liaise between clients and insurance carriers to ensure timely resolution of claims.

Administrative Tasks

Maintain accurate and up-to-date client records in the agency management system.

Generate and distribute certificates of insurance, , and other policy documents.

Track and ensure timely renewal of policies.

Risk Management

Ensure adherence to insurance regulations and agency policies.

Educate clients on coverage options and help them manage risk effectively.

Team Collaboration

Work closely with agents, underwriters, and team members to provide seamless service to clients.

Education & Development

Stay current with industry trends, policy changes, and product offerings from insurance carriers.

Obtain and maintain necessary licenses and certifications as required.

You already have... A genuine willingness to learn, be intuitive and resourceful and be coachable

An upbeat, positive, enthusiastic attitude and a core need to be part of a team

A sense of urgency to succeed and you are a great self-starter

The desire to overcome challenges and achieve goals

A strong ability to use computers and technology