Personal Lines Insurance Agency Customer Service Representative

12 hours ago


Bethel Park, Pennsylvania, United States Bill Flinn Agency Full time
Job Opportunity

We are seeking a highly skilled and motivated Personal Lines Insurance Agency Customer Service Representative to join our team at Bill Flinn Agency.

About the Role

This is a fantastic opportunity for a customer-focused individual to work in a dynamic and supportive environment. As a Personal Lines Insurance Agency Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, advising them on coverage options, and helping them understand their insurance decisions.

Key Responsibilities

  • Maintain positive customer relationships and provide informative and simple explanations of insurance coverage options.
  • Respond to quote requests and leads within the same business day.
  • Actively cross-sell accounts and ask for referrals on a daily basis.
  • Scan documents into our management system as needed.
  • Use multiple software platforms to generate quotes and make changes to policies.
  • Concentrate on customer relationship activities, including selling, servicing, and cross-selling.
  • Participate fully in all agency marketing programs.
  • Assist with the agency newsletter and check renewals.
  • Keep client data up to date in our agency management system.

Requirements

  • High school diploma required; associate's degree preferred.
  • Three years of office experience, preferably in an insurance office setting.
  • PA Property & Casualty insurance license or willingness to obtain immediately.
  • Ability to explain complex insurance coverage issues in a simple and understandable way.
  • Excellent interpersonal skills and willingness to sell to customers over the phone.
  • Knowledgeable of Microsoft Office and able to learn our digital management system and proprietary insurance software suites.
  • Attention to detail and strong communication skills and phone etiquette.
  • Ability to establish and maintain a positive and professional relationship with coworkers, clients, and visitors.
  • Ability to multitask and stay organized despite occasional interruptions.

Benefits

  • Major medical and dental insurance.
  • Holidays, vacation time, and three personal days.

We offer a competitive salary, incentives, and opportunities for growth and income advancement in a supportive and dynamic environment. If you are a motivated and customer-focused individual with excellent communication skills, we encourage you to apply.



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