Insurance Advisor

4 hours ago


Austin, Texas, United States Watkins Insurance Group Full time
Job Overview

The Personal Insurance Service Advisor plays a vital role in the success of our Personal Lines team at Watkins Insurance Group. This position requires a customer service-oriented individual with excellent written and oral communication skills to create a deep relationship with clients during moments of need.

The ideal candidate will have a strong understanding of personal lines insurance and be proficient in using Microsoft Office software. They will work closely with Company Underwriters, Assistants, Marketing Reps, and other company personnel to maintain excellent customer service and a great relationship with our carriers.

The Personal Insurance Service Advisor will be responsible for processing manual declaration pages, downloaded policy transactions, incoming department mail, emails, and faxes, as well as endorsement processing. They will also back up other Service Advisors and Insurance Advisors when needed to maintain a balanced and consistent workflow for the team.

Credentials and Experience

  • Active General Lines P&C license through the Texas Department of Insurance.
  • Two years of experience in personal lines insurance is preferred.
  • Proficiency in using Microsoft Office software is required.

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