Personal Lines Service Advisor

MetzWood Insurance

Chatham, NY

Job Description
Job Description
The Personal Lines Service Advisor is at the core of MetzWood’s success. We believe in protecting the moments that matter most, and this role brings that to life for our clients and our community. As the Personal 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 or Hudson, Monday through Friday from 8 AM to 4:30 PM.
Responsibilities
Advise and provide high quality service to personal 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
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
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!
If you’re interested in joining the team at MetzWood Insurance, please share your resume with us by submitting it via the form below and include a cover letter if you’d like. A member of our team will be in touch following your application. We appreciate your interest and are excited to learn more about you!
Benefits
Paid Time Off (PTO)###Health Insurance###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###Evenings Off###Disability Insurance###Life Insurance###

Apply

Vacancy posted a month ago

Similar jobs that could be interesting for youBased on the Personal Lines Service Advisor in Chatham, NY vacancy

Pharmacy Customer Service Associate
$17 - $19 per hour
...customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and federal regulations, assists... ...dispensing activities. Handles telephone calls that do not require personal attention of the pharmacist, including those to physicians....
Suggested
Hourly pay
Work experience placement
Seasonal work
Local area
Immediate start
Flexible hours
Shift work
Afternoon shift
Walgreens
Chatham, NY
4 days ago
Customer Service Associate - Temporary
...customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by... ...special assignments and other tasks as assigned. Training & Personal Development ~ Attends training and completes PPLs requested...
Suggested
Temporary work
Work experience placement
Seasonal work
Local area
Flexible hours
Shift work
Afternoon shift
Walgreens Boots Alliance
Chatham, NY
1 day ago
Customer Service Associate I
...We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working...
Suggested
Contract work
Part time
Local area
Family Dollar
Chatham, NY
2 days ago
In-Store Appointment Setter
$17 - $18 per hour
...retail customers, generate qualified leads, and schedule appointments for store-sponsored HVAC maintenance, repairs, and replacement services. No HVAC experience is required. We provide paid training and the information you need to succeed. The ideal candidate is...
Suggested
Hourly pay
Extra income
Part time
Monday to Friday
Flexible hours
Weekend work
Day shift
Afternoon shift
Holbrook Heating Inc
Chatham, NY
2 days ago
Customer Service Associate
$16 - $18 per hour
...patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a... ...special assignments and other tasks as assigned. Training & Personal Development Attends training and completes PPLs requested by Manager...
Suggested
Hourly pay
Work experience placement
Seasonal work
Local area
Flexible hours
Shift work
Afternoon shift
Walgreens
Chatham, NY
5 days ago
Guest Service Associate/Cashier - Alltown Fresh
$17.12 - $20.33 per hour
...Our Guest Service Associate will be responsible for driving top notch guest experience while facilitating the completion of all store... ...is a strong match. Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps...
Permanent employment
Local area
Flexible hours
Night shift
Global Partners
Hudson, NY
2 days ago
Full Time - Merchandising Service Associate - Day
$16 - $16.65 per hour
...Your Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's store. If you want to build eye-catching displays and implement...
Hourly pay
Full time
Part time
Local area
Flexible hours
Shift work
Weekend work
Weekday work
Lowe's
Hudson, NY
5 days ago
Guest Service Associate/Cashier - XtraMart
$16 - $19 per hour
...Guest Service AssociateOur Guest Service Associate will be responsible for driving top notch guest experience while facilitating the... ...experience is a strong match.Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next...
Local area
Flexible hours
Night shift
Global Partners
Claverack, NY
2 days ago
Mid-Market Account Executive
...Meet Deliverect's Sales team—the driving force behind our growth and commitment to delivering exceptional value. We're on the front lines, simplifying order management and shaping how businesses thrive. Our mission is to build consultative relationships and drive innovation...
Full time
Local area
Remote work
Relocation package
Deliverect
Ghent, NY
3 days ago
Place Based Learning Center Co-Director
$65k - $67k
...being comfortable taking initiative and making decisions. Has the ability to support and lead people with different backgrounds, personalities, working styles, abilities, and support needs. Recognizes that there is no single way for people to learn, communicate,...
Permanent employment
Full time
Temporary work
Summer work
Seasonal work
Local area
Flexible hours
Night shift
Afternoon shift
HAWTHORNE VALLEY ASSOCIATION
Ghent, NY
15 days ago
Guest Service Supervisor
$17 - $20 per hour
...Job Summary: Our Guest Service Supervisor (GSS) is responsible for accomplishing store objectives by supervising staff and organizing... ...match. Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps...
Local area
Flexible hours
Shift work
Night shift
Global Partners
Chatham, NY
5 days ago
Environmental Services Manager
$70k - $80k
...Job Description Aramark Healthcare+ is seeking candidates for an Environmental Services Manager position at Columbia Memorial Hospital, located in Hudson, NY. The Environmental Services (EVS) Manager is responsible for developing and executing facility solutions...
Shift work
Aramark
Hudson, NY
3 days ago
Customer Service Advisor
Customer Service AdvisorPremium Velocity Auto PVA / Jiffy Lube is hiring! Come join the team!We are seeking dependable, growth-minded Customer Service Advisor with strong communication and customer service skills. Ideal candidates can build rapport, explain products confidently...
Full time
Local area
Premium Velocity Auto LLC
Hudson, NY
5 days ago
Food Service Supervisor
$17 - $20 per hour
...Food Service Supervisor/ Deli Lead Global Partner's is looking for a Food Service Supervisor/ Deli Lead. Our Fresh Food's Supervisor... ...a strong match. Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps...
Local area
Weekend work
Afternoon shift
Global Partners
Old Chatham, NY
5 days ago
Facilities Director
...Manages and implements agency wide pest control program. Establishes lines of communication between Contract Exterminators and agency... ...Executive Director in the development of departmental in-services for supervisor and workers. Schedules and conducts a program of...
Contract work
For contractors
For subcontractor
Weekend work
CP Unlimited
Hudson, NY
5 days ago
Food Service Director
...Food Service Director We will provide sanitation certification if you are not already Serve Safe Certified. We are seeking an experienced Food Service Director for our Skilled Long-Term Care Facility in Philmont, NY to oversee our dining operations and ensure exceptional...
CMS - NY
Philmont, NY
5 days ago
Salon Manager
...attend. That's why they're among the most skilled and confident in the industry. Supercuts offers a wide range of professional services, including haircuts, color and highlights, waxing and specialty services. We use proprietary tools and techniques for exceptional...
Flexible hours
Night shift
Afternoon shift
Regis Corporation
Hudson, NY
5 days ago
Field Operations Supervisor
$57.28k - $86.83k
...performance expectations. Ensure operational excellence through effective resource allocation, workflow management, and adherence to service-level commitments. Monitor operational performance and implement corrective actions to achieve productivity, quality, customer...
Contract work
Work at office
Flexible hours
Fidium
Kinderhook, NY
2 days ago
Restaurant Manager
...who shares our commitment to exceptional service and teamwork, we'd love to welcome you into... ...and for helping to build profitable top line sales. They are responsible for the... ...the team. Accepts responsibilities for personal and team commitments. Recognizes and rewards...
All shifts
Flexible hours
Dunkin'
Hudson, NY
2 days ago
Facility Coordinator
$29.75 - $35 per hour
...provides comprehensive facility management and workplace support services to ensure efficient day-to-day operations across assigned... ...location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation...
Minimum wage
Contract work
For contractors
Work experience placement
For subcontractor
Work at office
Flexible hours
Night shift
Weekend work
Cushman & Wakefield
Hudson, NY
4 days ago
Part-Time Accounting Coordinator
$30 per hour
Job Description Job Description Benefits: ~401(k) ~401(k) matching ~ Paid time off Part-Time Accounting Coordinator $30.00 per Hour | 15-20 Hours per Week Position Summary We are seeking a detail-oriented and dependable Part-Time Accounting Coordinator...
Hourly pay
Part time
Flexible hours
CHATHAM RESCUE SQUAD INC
Chatham, NY
21 days ago
Restaurant Shift Leader
$16 - $23 per hour
...in ensuring the smooth and efficient operation of our restaurant. You will assist in leading staff to provide exceptional customer service, managing processes, and executing strategies to enhance sales and customer satisfaction. With opportunity as our greatest benefit...
Work at office
Immediate start
Flexible hours
Shift work
Love's Travel Stops
Canaan, NY
1 day ago
Restaurant General Manager
$62.35k - $70.81k
...reviews, overseeing and optimizing financials for your restaurant, and ensuring the highest levels of product quality and customer service. Benefits ~401(k) with company matching ~ Paid time off ~ Bonus eligible position ~ Dental insurance ~ Health insurance...
Full time
Home office
Shift work
Hospitality Restaurant Group
Hudson, NY
5 days ago
Technical Account Manager
...Proactive Technology Group is an $8M+ managed IT services company serving mid-market businesses... ...acquiring, launching new service lines, and expanding our footprint. Your career... ...expansion, and strategic alignment. You are the person our clients call when they need to think...
The ProActive Technology Group
Nassau, NY
3 days ago
Patient Services Coordinator
$20 - $24 per hour
Join Our Team Be part of a practice at the forefront of cutting-edge cancer care and advanced treatments Access opportunities for professional growth and continuing education Work alongside a collaborative and compassionate team of experts dedicated to making ...
Hourly pay
Work at office
Remote work
New York Oncology Hematology
Hudson, NY
2 days ago
Account Manager
...Proactive Technology Group Managed IT Services Role Proactive Technology Group is an $8M+ managed IT services company serving mid-market... ...is retention, expansion, and strategic alignment. You are the person our clients call when they need to think through their...
The Proactive Technology Group
Nassau, NY
5 days ago
Residential Maintenance Supervisor
...their communities. FREE provides a diverse array of supports and services including: housing; recovery services; transition to work;... ...assist as needed Work Environment This role is performed in-person with travel between FREE locations required. Physical Requirements...
Contract work
For contractors
Work at office
Local area
Family Residences and Essential Enterprises, Inc.
Nassau, NY
2 days ago
Customer Service Rep(03453) - 300 Fairview Ave.
...place for you. We are searching for qualified customer service reps with Personality and people skills. We're growing so fast it's hard to keep... ...it's your hobby, main-gig, or supplemental job, drop us a line. We're bound to have just the thing for you. ADVANCEMENT...
Extra income
Full time
Part time
Second job
Work at office
Flexible hours
Night shift
Domino's Franchise
Hudson, NY
6 days ago
Dietary Supervisor - Prior Food Service Experience Required
...detail-oriented Dietary Supervisor to join our team at Pine Haven Nursing & Rehabilitation Center. As a key member of our dietary services team, you will be responsible for overseeing the daily operations of our dietary department, ensuring the highest level of quality...
Pine Haven Nursing & Rehabilitation Center
Philmont, NY
1 day ago
Food Service Director
...Job Description Job Description Description Food Service Director Full-Time Positions Available. Apply Today! Nursing Home, Senior Living, Hospital, or Healthcare Required! We will provide sanitation certification if you are not already Serve Safe Certified....
Full time
Work at office
Local area
Confidence Management Systems
Philmont, NY
8 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Lines Service Advisor. Be the first to apply!