Personal Lines Insurance Client Specialist
2 weeks ago
Franconia Insurance & Financial Services (FIFS) is a distinguished independent insurance agency committed to delivering exceptional service to our clientele. Our organization is recognized for its dedication to excellence and has received numerous accolades within the industry.
We pride ourselves on fostering a supportive work environment that emphasizes competitive compensation, comprehensive benefits, and a healthy work/life balance. Our team enjoys engaging company events and opportunities for professional growth.
As a Personal Lines Client Service Advisor, you will be integral in building and maintaining strong relationships with clients, addressing their insurance needs with outstanding communication and problem-solving skills.
Position OverviewThe ideal candidate for the Personal Lines Client Service Advisor role should be proactive, capable of multitasking, and thrive in a collaborative team environment. A Pennsylvania Resident Producer insurance license is required, and we support all licensing and continuing education expenses.
Key Responsibilities:- Respond to client service inquiries through various communication channels.
- Identify coverage gaps and opportunities for account expansion.
- Exhibit proficiency in personal property and casualty insurance products.
- Maintain organized electronic records in accordance with agency standards.
- Represent Franconia Insurance & Financial Services positively in all interactions.
- Excellent verbal and written communication abilities.
- Strong active listening skills.
- Friendly demeanor and patience for effective client engagement.
- Detail-oriented with strong organizational skills.
- Adept at managing multiple tasks in a fast-paced environment.
- Quick to adapt to changes and new processes.
- Collaborative team player with a commitment to following established guidelines.
Our standard working hours are Monday to Thursday from 8 am to 5 pm and Friday from 8 am to 4:30 pm, with designated lunch breaks. We provide a comfortable lunchroom and have several dining options nearby.
Our workstations are equipped with advanced technology, including computers with multiple monitors and ergonomic seating. We prioritize a paperless environment and utilize modern management systems and software tools, with training provided as necessary.
The dress code is business casual, ensuring a professional yet comfortable atmosphere.
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