Personal Lines Manager

Join our dynamic team as an Insurance Customer Support Representative, where your enthusiasm and dedication will drive exceptional client experiences. In this role, you will be the primary point of contact for insurance clients, providing expert support, resolving questions, and helping them through policy details with clarity and confidence. Your energetic approach will help foster trust and satisfaction, ensuring clients feel valued and understood.

Responsibilities

• Respond promptly and professionally to inbound customer inquiries via phone or email, delivering outstanding service with a positive attitude.
• Assist clients with policy questions, claims processing, billing issues, and coverage options by providing clear explanations and guidance.
• Conduct outbound calls to follow up on client requests, gather information, or offer additional insurance products tailored to their needs.
• Maintain accurate records of customer interactions using data entry tools and client management systems.
• Process payments and handle cash transactions securely when required, ensuring accuracy and confidentiality.
• Collaborate with team members to resolve complex issues efficiently by analyzing customer data and communication history.
• Demonstrate excellent phone etiquette, active listening skills, and effective communication to build rapport and trust with diverse clients.

Qualifications

• Licensed Property & Casualty insurance agent in PA (or ability to obtain within 1 year). Existing license preferred.
• 5 years of business administration experience; 2 years of client service.
• Strong communication, problem-solving, and organizational skills.
• Ability to multi-task in a fast-paced office while maintaining professionalism.
• Positive, client-first attitude with strong teamwork and confidentiality standards.
• Proficiency in Microsoft Office applications (Word, Excel) and general computer skills for data entry and documentation.
• Experience with outbound calling campaigns and call center operations is highly desirable.
• Excellent analysis skills to interpret customer needs and provide appropriate solutions efficiently.
• Attention to detail in cash handling, typing accuracy, and maintaining comprehensive client records.
• Knowledge of customer service best practices, including call etiquette, active listening, and problem-solving techniques. Embark on a rewarding career where your proactive approach helps clients confidently navigate their insurance needs!

Compensation & Benefits

• Competitive base salary with performance incentives
• Licensing support and professional development
• Collaborative, community-focused work environment
• Opportunity to contribute to both client satisfaction and agency growth

Benefits:

• Health insurance
• On-the-job training
• Paid time off

Work Location: In person