Licensed Service Advisor

Gen

. Deliver service to existing and prospective policyholders via phone, email, and SMS .

Posted 10/8/2026full-timeRemote • United StatesJuniorMid-Level💰 $52,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in personal lines insurance, including quoting, binding, and managing renewals while leveraging CRM tools and multiple carrier platforms. Exhibits strong communication and analytical skills to enhance customer retention and service delivery.

Highest-signal resume keywords

Personal Lines Insurance ExperienceProperty And Casualty LicenseCRM ProficiencyData Interpretation SkillsCustomer Retention Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quoting And Binding CoveragePolicy InterpretationRenewal ManagementCross-Selling ProductsData Analysis

Soft Skills

Clear CommunicationEmpathetic InteractionDetail-OrientedOrganizational SkillsAdaptability

Tools & Technologies

CRM ToolsComparative RatersCarrier PortalsProgressiveGeicoNational GeneralSafecoBristol West

Certifications & Qualifications

Property And Casualty License

Industry Keywords

Customer ServiceRetentionChurn ReductionComplianceInsurance Policies

About the role

Key responsibilities & impact

Deliver service to existing and prospective policyholders via phone, email, and SMS
Manage renewals and identify at-risk accounts
Present competitive solutions to maintain coverage and reduce churn
Quote and bind additional lines of coverage or improved renewal options using multiple carrier platforms
Interpret and analyze policies, endorsements, and reports
Make informed, compliant decisions that protect customers and the agency
Partner with Sales, Training, and Operations teams
Use CRM tools, comparative raters, and carrier portals for Progressive, Geico, National General, Safeco, and Bristol West
Leverage automation and data to improve workflows and performance metrics
Work either Monday-Friday or Sunday-Thursday, with at least one closing shift weekly
Support customer service coverage during operating hours of 9 AM-9 PM ET weekdays and 9 AM-6 PM ET weekends

Requirements

What you’ll need

2-3 years of personal lines insurance experience in a service, retention, or sales support role
Actively hold a Property and Casualty or Personal Lines license in at least 10 states
Proven success preventing cancellations, rewriting business, and cross-selling additional products
Clear, confident, and empathetic communication skills
Highly proficient in navigating multiple carrier systems and CRMs
Ability to interpret data to improve outcomes
Detail-oriented and organized
Able to perform high-quality work with limited oversight
Comfortable in a fast-paced, evolving startup environment
Eager to learn new systems and processes quickly to hit goals
Able to work one weekend day per week
Able to work at least one closing shift per week, from 12 PM to 9 PM ET
Must complete background and compliance processes required by state licensing boards and individual carriers

Benefits

Comp & perks

Uncapped bonuses for rewriting and cross-selling insurance products for existing customers
4% uncapped commission of total written premiums
$400 bonus based on Metric attainment
Bonuses available for putting in extra hours
Room for career advancement
Two days off to rest and recharge