Overview We are currently supporting our client, Spectrum Insurance Agency, in recruiting for an experienced Personal Lines Insurance Professional to join the team. This role may be a great fit for you if you demonstrate a strong commitment to customer service, building relationships, are experienced and certified in property and casualty insurance, and have strong communication and leadership acumen.

The right person is self-driven, takes ownership of their work, and takes pride in building strong client relationships while delivering a high level of service. They are comfortable managing policies from start to finish, handling both servicing and quoting, and ensuring accuracy in every detail.

This position plays an integral role between clients, carriers, and the internal team.

Pay range for the role is 45,000 to 63,000, pending experience, and is negotiable for the right qualified candidate.

Apply for the role by emailing your resume to: jenzahari@jenzahari.com

Essential Functions

Client Service & Support

• Respond promptly to client and prospective client inquiries via phone or email

• Assist clients with policy-related questions, renewals, endorsements, and changes

• Prepare marketing submissions, proposals, and new business quotes

• Provide accurate information regarding coverage, claims, and billing

• Process Certificates of Insurance and ID cards

• Complete client account reviews

Policy Administration

• Process policy renewals, endorsements, and cancellations

• Maintain accurate and organized client records

• Monitor expiration reports and assist in determining renewal or rewrite strategies

• Collaborate with underwriters and internal team members to ensure seamless service

Claims Assistance

• Guide clients through the claims process

• Communicate with carriers to help move claims toward resolution

• Demonstrate empathy and professionalism in challenging situations

Account Growth

• Identify opportunities to expand coverage based on client needs

• Recommend appropriate products and services to enhance protection

Team Support & Collaboration

• Serve as a resource for team members on processes, policies, and client service

• Support consistency and efficiency across the team

• Contribute to a positive, accountable team environment

Business Operations

Reporting & Documentation

• Maintain accurate documentation of client interactions and transactions

• Support reporting needs related to service and performance

Compliance

• Ensure adherence to industry regulations and internal processes

• Maintain required licenses and continuing education

• Additional Responsibilities

• Participate in special projects and initiatives as assigned

Minimum Qualifications

• High school diploma or equivalent

• 3–5+ years of Personal Lines insurance experience required

• Active Property & Casualty (P&C) license required (must be in good standing)

• Life insurance certification strongly preferred

• Additional industry designations (CISR, CIC, or similar) strongly preferred

• Strong written and verbal communication skills

• Proficiency in insurance systems and Microsoft Office Suite

• High attention to detail and strong organizational skills

AA/EOE