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Personal Lines Advisor

System Search, Inc. is seeking an Advisor with direct experience with Personal Lines Insurance Accounts for a position in Rock Hill, NC. The Book of Business includes Policies for homes, automobiles and personal possessions, along with personal liability coverages. Established long-term, solid relationships with multiple carriers, enable an experienced staff to provide comprehensive, expert insurance solutions and service.
Position Summary:


  • Provide day-to-day service to clients with a strong focus on account management, claims, and administrative tasks
  • Establish and maintain strong relationships with clients, insurance carriers, and other vendors
  • Assist with marketing activities and compile information related to Requests for Proposals and renewal applications
  • Cross Sells and upsell coverages when applicable
  • Contacts underwriters to discuss unique circumstances to override and issue
  • Provide Evidence of Property Insurance
  • Provide production and projection reports and convey business opportunities for growth

Qualifications & Experience:


  • 5+ years Sales experience in Personal Lines Insurance preferable from a Broker Agency
  • 3-5 years Customer Service experience
  • South AND North Carolina P & C required
  • South or North Carolina Accident, Life & Health License preferred
  • Preferably Applied/EPIC and SC ALIR for SCDMV experience

Other Job Titles considered include Account Executive, Customer Service Representative, CSR, Account Representative, Account Specialist, Account Associate, Client Relationship Manager, Client Engagement Specialist