About The Position

Watkins Insurance Group: Austin, TX | Privately Owned | Voted a Top Workplace 14+ Years in a Row POSITION SUMMARY (The official title is Personal Lines Service Advisor) Watkins is a relationship-driven agency where expertise, teamwork, and service excellence matter. We are hiring a Service Advisor to join our Personal Lines department and help us deliver the client experience we are known for. In this role, you will play a key role in delivering accurate policy service while building long-term trust with clients and carrier partners. You'll work with team members who take pride in supporting clients through everyday needs and critical moments while partnering with carriers to protect what matters most to our clients.

Requirements

  • Active P&C License (not required at time of hire)
  • 2 years Customer Service experience
  • Proficiency with Microsoft Office applications
  • Solid communication, organization, and follow-through

Nice To Haves

  • Applied EPIC experience
  • Personal Lines insurance experience (agency setting)
  • Knowledge of Personal Lines coverages

Responsibilities

  • Own The Service Experience: Serve as a primary point of contact handling policy changes, billing questions, and service needs
  • Process With Precision: Complete policy transactions, endorsements, downloaded transactions, and manual declaration pages without delays or rework
  • Keep Work Moving: Manage incoming mail, emails, and carrier documentation to ensure timely follow-up and completion
  • Partner With Carriers: Coordinate with carrier underwriters and representatives to support policy serving, and maintain strong relationships
  • Uphold Accuracy: Maintain organized, current and complete records to support service standards

Benefits

  • Clear department processes and workflows that help you manage your work with confidence
  • Competitive pay and benefits effective the first of the month following hire
  • A supportive environment where your expertise makes a real impact
  • Growth opportunities and professional development in a company that values people and innovation
  • Tools and training that help you grow and stay current with evolving technology
  • A workplace that values clarity, service, and doing what's right
  • A flexible hybrid schedule with two in-office days, based on your location, that enhances collaboration and relationship-building.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service