Private Client Group Service Agent

Job Location:

Virginia Beach, VA 23452,USA

Job Category:

Customer Service Representative

Job Type:


Job Description

Position Overview: Choice Insurance Agency is one of the fastest growing companies in our industry as identified by Inc 5000. We believe that by “protecting people’s present, we secure their dreams.”  We are seeking a Private Client Service Agent who will be responsible for working directly with clients, assisting them with their personal property and life insurance needs. Our service agent must be knowledgeable, friendly, organized and efficient while assisting our customers to ensure prompt service and support.

Salary: $35,000.00 - $45,000.00 per year


Benefits Included (after 60 days):

  • Employee Health Benefits (medical, dental, & vision)401K Retirement Plan
  • Employer-paid Group Life Insurance
  • Employer-paid Long Term Disability
  • Employee paid Shot Term Disability
  • Additional Voluntary Benefits available
  • Full reimbursement of costs for licenses or required training to employees on a 1-year pro-rated basis
  • Paid time off
  • Profit-Sharing
  • Paid holidays
  • Paid Bereavement
  • Access to The Choice Insurance Agency business and self-improvement library
  • Gym membership reimbursement
  • Employee Referral Bonus


Primary Responsibilities & Essential Functions:

  • Review current policy information with clients and make coverage recommendations
  • Process Insured policy change requests
  • Contact insured within 2 hours of receipt of all service requests; not to exceed 8 hrs.
  • Follow up to ensure accuracy of endorsements processed by the carrier
  • Underwrite, rewrite, re-quote, reinstate and cancel existing policies on behalf of the insured
  • Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
  • Notate all interactions with Insureds in the agencies client management system
  • Obtain all signatures forms/applications required by the carrier
  • Process Insured payments
  • Review billing accounts with insureds
  • Review and update all current client contact information in client management system
  • Furnish clients with requests for proof of insurance (binders, certificates, policies, endorsements, ID cards, declaration pages and evidence of property forms)
  • Deliver client correspondence via Email/USPS


Job Applicant Must Exhibit the Following Skills:

  • Effective communicator and great communication skills
  • Multitasking capabilities
  • Organization skills
  • Team player
  • Positive can do attitude
  • Ability to remain calm under pressure
  • Ability to prioritize
  • Resourceful
  • Excellent sales and marketing skills
  • Excellent analytical, problem-solving and decision-making skills.
  • Excellent follow-up skills





  • High School Diploma required


Experience and Additional Competencies:

  • Minimum of 1+ years of experience as a personal lines service agent reporting directly to senior management
  • Advanced Microsoft Office skills, with an ability to become familiar with firm-specific programs and software (EPIC)
  • Proficiency in collaboration and delegation of duties
  • Working knowledge of all personal lines insurance, insurance agency operations, coverage’s, rates, markets and applicable insurance laws/codes/regulations.
  • Exceptional interpersonal skills
  • Friendly and professional demeanor



  • Must possess Property & Casualty license
  • Take a Myers Briggs assessment or DISC Assessment

Apply Here

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About Choice Insurance Agency

Choice Insurance Agency serves families, businesses, and insurance brokers throughout the Mid-Atlantic from our headquarters in Virginia Beach and additional offices in Delaware, North Carolina, South Carolina, and throughout Virginia.  

Our mission is to create custom solutions to help our clients protect what they value most.  Our trusted advisors help our clients understand their options so they may be confident they have the right protection when a catastrophe happens. 

We have over 100 accomplished team members providing personal, business, life, and health insurance and an array of additional employee benefits  We win awards every year for our growth and service and have grown over 600% since 2018.

Our continued growth is an ideal work environment for individuals who wish to work as part of a dynamic team and who seek personal growth.


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