WA Group · 3 weeks ago
Insurance Agent - Personal Lines
La Crosse County, WI
Full-time
Onsite
New Grad, Entry LevelWA Group is looking for a motivated and customer-focused Personal Lines Risk Advisor to join their growing team in La Crescent. In this role, you will provide personalized insurance advice, educate clients on coverage options, and build lasting relationships to enhance client trust and satisfaction.
Insurance
Hiring Manager
Grace Schembri
Responsibilities
Deliver personalized insurance advice and guidance tailored to each client’s individual needs and goals
Clearly explain coverage options, policy details, costs, and potential risks to help clients make informed decisions
Conduct meetings with current and prospective clients in person, by phone, or virtually to assess and review insurance needs
Build and maintain lasting client relationships through proactive communication and dependable service
Process policy renewals, endorsements, and other changes accurately within the agency management system
Collaborate closely with colleagues to ensure seamless service delivery and client satisfaction
Assist clients in reporting claims and provide support as needed in coordination with the Claims Advocate
Participate in required training, team meetings, and compliance initiatives to stay informed on industry best practices and company standards
Qualification
Required
Motivated and customer-focused
Ability to provide personalized insurance advice and exceptional service
Ability to educate clients on coverage options
Ability to help clients make informed decisions
Ability to build lasting relationships with clients
Strong communication skills for conducting meetings with clients
Ability to process policy renewals, endorsements, and other changes accurately
Ability to collaborate closely with colleagues
Ability to assist clients in reporting claims
Willingness to participate in required training and team meetings
Company
WA Group
WA Group is a company which provides Risk Advising, Property and Casualty Insurance, Personal Insurance & Health Insurance services.
Founded in 1893
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Lori Malavsky
Vice President,P&C Operations Manager, WA Owner/Shareholder
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