Personal Lines Adviser

HAWK Advisers is an independent insurance agency located in downtown Roanoke, Virginia. Businesses, families, and individuals depend on us to help them navigate the complexities of risk. We use a consultative approach to guide commercial, personal, and employee benefits customers through the insurance landscape and decision-making process. Our mission is to be the most responsive and engaging provider of risk management and insurance solutions.

About the role

The Personal Lines Adviser performs essential functions including new business, service, retention, and meeting performance standards adopted by the agency. This is an opportunity to join a well-established company in a professional atmosphere.

Responsibilities

• Develop and implement an approved business plan based on agency sales goals.
• Pre-qualify and analyze coverage needs; recommend coverages and prepare rating quotes and proposals.
• Educate clients about coverage definitions, terms, conditions, and exclusions.
• Complete applications, quotations, and proposals in carrier proprietary or agency management systems.
• Contact prospects, schedule appointments, and make sales presentations.
• Actively seek referrals and use prospect databases to generate new opportunities.
• Conduct policy reviews with existing clients and make recommendations aligned with client objectives and industry best practices.
• Process renewals and remarket insurance as needed.
• Maintain orderly electronic files and information following the “Caught Up” Desk Management System.
• Verify accuracy and coverage adequacy of policies; request changes to correct errors and follow up with carriers on endorsement requests.
• Assist clients with timely coverage changes and claims reporting.
• Facilitate customer service inquiries and requests.
• Maintain a professional appearance, positive attitude, and organized work area.
• Organize, prioritize, and work under pressure; collaborate effectively as a team player.
• Stay informed about industry trends, new products, coverages, and technology to continuously improve knowledge.
• Interact effectively with others using strong communication skills; provide information and guidance to contribute to agency efforts.
• Perform other miscellaneous duties as assigned by agency management.

Requirements

• 1-2 years of related experience and/or training, or an equivalent combination of education and experience.
• Active VA resident or non-resident property & casualty insurance license (preferred).
• Must hold a valid driver’s license.

Benefits

• Competitive compensation
• 401k plan
• Health insurance
• Short-term and long-term disability
• Voluntary dental and vision options
• Paid time off, vacation, and sick time
• Flex holidays
• Charitable PTO (take a day off to work with your favorite non-profit)
• Supportive and collaborative team environment
• Modern workspace with onsite garage parking, break room, outdoor patio, and fitness center