What are the responsibilities and job description for the Personal Lines Risk Advisor position at Protouch Staffing?
Job Roles And Responsibilities
- Help clients understand and choose appropriate insurance coverage
- Conduct annual coverage reviews and identify coverage gaps
- Educate customers using simple and clear communication
- Build and maintain long term client relationships
- Quote, service, and manage personal insurance policies
- Assist clients with home, auto, umbrella, life, and specialty insurance policies
- Follow up with leads, referrals, and existing customers
- Collaborate with team members to deliver excellent customer experience
- Use CRM systems and technology tools to manage workflows and client communication
- Maintain professionalism, accountability, and strong customer service standards
- Previous insurance industry experience preferred
- Personal Lines insurance knowledge preferred
- Active insurance license preferred or willingness to obtain licensing
- Strong communication and interpersonal skills
- Ability to build relationships and educate customers
- Organized, dependable, and detail oriented
- Comfortable using CRM systems and technology platforms
- Positive attitude with a team oriented mindset
- Coachable and proactive approach to problem solving
- Performance incentives
- Career advancement opportunities
- Retirement savings plan with company match
- Paid holidays
- Paid vacation and sick leave
- Ongoing training and professional development
- Leadership support and mentorship
- Modern systems and technology
- Collaborative and growth focused team environment
Salary : $20 - $26