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MetzWood Insurance

Commercial Lines Licensed Service Advisor


Job Overview

The Commercial Lines Licensed Service Advisor is a key player in MetzWood’s success. We believe in protecting the moments that matter most, and this role brings that to life for our clients and their businesses. As the Commercial Lines Licensed Service Advisor, you’ll be responsible for creating a positive experience for our MetzWood clients, 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:

Benefits

Paid Time Off (PTO)

Health Insurance

Hands on Training

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

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
  • Superior multi-tasking skills
  • 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, or ability to pass licensing exam within first 60 days of starting the position. If not currently licensed, MetzWood will pay for cost of licensing course and provide time during normal working hours to complete necessary training
  • Excitement to positively impact our clients and join a dynamic, growing company! 
Responsibilities
  • Advise and provide exceptional customer 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

Remote Type: No
Job Type: Full-Time
Job Category: Customer Service
Company Location: 11 Central Square Chatham, NY 12037
Job Ad Location: Chatham, NY, 12037, USA

About Us

MetzWood Insurance is an established fourth-generation insurance company that has served our community for over a century. Our reputation has been earned through our team’s commitment to service and high standards for our clients. 

Because our employees are essential to our success, we are committed to creating meaningful career opportunities by providing generous compensation, annual bonuses, and professional growth opportunities. 

Our goal is to continue our 110+ years of success and growth in the insurance industry. We know that in order to achieve this, we need to continue expanding our award-winning team with individuals like you!

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