Personal Lines Insurance Service Advisor

Job not on LinkedIn

November 19

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $50k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

Apply Now

Receive Emails with Similar Jobs

Savvy

WebsiteLinkedInAll Job Openings

B2B • SaaS • Wellness

Savvy is a technology company specializing in empowering consumer health and wellness brands to easily create, experiment with, and manage custom landing pages, funnels, and upsell experiences using a visual canvas. Their platform offers an all-in-one solution to craft customer journeys from landing page to payment, add complex business logic, and increase conversion rates through seamless customer experiences and robust testing capabilities. Savvy is built for collaborative efforts among developers and marketers, facilitating control over versions and live deployments. The company provides integrations with other tools and features version control, analytics, and continuous backups for a comprehensive manageability of marketing efforts.

11 - 50 employees

🤝 B2B

☁️ SaaS

🧘 Wellness

📋 Description

• Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS. • Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions. • Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewal options. • Interpret and analyze policies, endorsements, and reports to make informed, compliant decisions. • Partner cross-functionally with Sales, Training, and Operations teams to create smooth handoffs and consistent experiences. • Master technology systems including CRM tools, comparative raters, and carrier portals. • Champion efficiency and accuracy by leveraging automation and data to improve workflows.

🎯 Requirements

• 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. • Comfortable in a fast-paced, evolving startup environment.

🏖️ Benefits

• Uncapped bonuses for rewriting and cross-selling insurance products for existing customers. • Earn 4% commission of total written premiums, uncapped! • $400 bonus based on Metric attainment • Bonuses available for putting in extra hours • Room for career advancement