What are the responsibilities and job description for the Personal Lines Advisor position at Dahl Consulting?
Job Summary
The successful candidate will be responsible for developing and maintaining client relationships, offering personalized advice on personal lines matters, and reviewing current insurance programs to ensure they meet clients' needs.
Key Responsibilities
- Develop and maintain strong relationships with clients through advising and responding to correspondence in a timely manner
- Provide expert advice and counsel on personal lines matters to assigned accounts
- Review current insurance programs to offer the right coverage at a competitive price
- Maintain client files in the agency management system following standard company policies and procedures
- Schedule, attend, and participate in personal lines meetings, training, and classes
- Develop and maintain positive and effective relationships with partner insurance carriers
- Ensure timely responses to phone calls, messages, and emails
- Enter activity and other relevant documentation accurately into the company's software system(s)
- Follow federal and state regulations, as well as best practices for avoiding errors and omissions
- Continuously develop professional skills and pursue relevant licenses and designations
