Senior Client Advisor (Personal Lines Insurance)

Location: Hybrid role in Dallas, Texas, United States

Company

hirify.global is a large insurance brokerage and consulting firm providing risk management and insurance solutions through a nationwide network of offices.

What you will do

• Manage and retain Personal Risk client accounts, including a high volume of inbound calls and rotating call-queue coverage.
• Service client accounts through carrier websites and online rating systems, respond to requests, and identify cross-selling opportunities.
• Assess client exposures, recommend appropriate coverages, and prepare new and renewal marketing submissions.
• Evaluate carrier quotes, recommend insurance programs, and respond to underwriter questions.
• Maintain accurate client files and agency management system data.
• Produce monthly renewal reports, resolve discrepancies, and monitor policy-renewal deadlines.

Requirements

• Five years of experience in Personal Lines Property & Casualty insurance.
• Comprehensive knowledge of insurance coverages, underwriting, and rating concepts.
• Active Property & Casualty insurance license required.
• High school diploma or equivalent required; a college degree is preferred.
• Strong communication, problem-solving, organizational, and prioritization skills.
• Proficiency with internet-based programs and Microsoft Office; Sagitta/WorkSmart knowledge is preferred.

Culture & Benefits

• Professional development opportunities and employee recognition programs.
• Medical, dental, vision, wellness, life insurance, short- and long-term disability coverage, 401(k), flexible spending accounts, and health savings accounts.
• Paid time off, paid family leave, and paid holidays.
• Community engagement, sustainability initiatives, diversity and inclusion programs, and employee support resources.