What are the responsibilities and job description for the Senior Insurance Customer Service Agent [In-Person] position at Kelly Agency?
Job Description
Your Peace of Mind is Our Priority
At the Kelly Agency, we make insurance easy so our neighbors can focus on what matters most. We aren't just a corporation; we are a local team in Pottstown dedicated to protecting our community. We are looking for a high-energy, experienced Senior Customer Service Agent who understands that insurance is a vital asset for protecting a family’s future.
The Opportunity
We offer a stable, supportive environment where 'In Good Hands' is more than a slogan—it’s how we treat our team.
- Base Salary: Starting at $40,000/year (Emerging Tier).
- Total Compensation: First-year agents typically earn $55,000 – $70,000 , with elite performers exceeding $100,000 through uncapped commissions.
- In-Person Collaboration: This role is based in our Pottstown office at least 4 days per week to foster teamwork and real-time coaching.
The Role: Protection & Relationship Building
As a Senior Service Agent, you are the antidote to 'Mayhem'. You will focus on 'bundling deep' into households—prioritizing the core Auto and Home relationship before expanding into Life and Specialty coverages.
- High-Leverage Activity: You will spend 3 hours of talk time daily, engaging in proactive protection reviews and cross-sell opportunities.
- Service-to-Sales: You will master the art of transitioning inbound service inquiries into comprehensive policy reviews to identify coverage gaps.
- Expertise: You’ll explain complex terms like 'deductibles' or 'liability' in plain English, ensuring our customers feel empowered, not confused.
Benefits
Vision Insurance
Dental Insurance
Mon-Fri Schedule
Career Growth Opportunities
Hands on Training
Unlimited PTO
Parental Leave
Health Insurance
Responsibilities
The Traits We Value
- Experience: 3 years in insurance sales (recent Allstate experience is a major plus).
- Licensing: Current Property & Casualty license is required; a Life license is a significant advantage.
- Emotional Resilience: You stay positive and 'roll with it' when things get tough.
- Growth Mindset: You are ready to put in the work, accept feedback, and follow our proven system for success.
Requirements
Core Responsibilities & Performance Goals
- Production: Maintain a minimum of 20 High Impact Tasks per month (unconvering cross sell opportunities, generating life referrals, Google reviews, and more).
- Protection Reviews: Conduct deep-dive reviews to ensure our tech-savvy homeowners have no gaps in their protection.
- Client Retention & Advocacy: Serve as the primary point of contact for service needs, using every interaction as an opportunity to reinforce the value of the agency through networking and referral requests.
- Documentation: Maintain 100% adherence to our documentation requirments, ensuring every interaction is recorded in eAgent within 15 minutes.
- Honesty: Act as the cornerstone of our business by providing open and honest communication in every interaction.
Why Join the Kelly Agency?
We hire slow and coach those who fit our culture. We offer a clear Onboarding Roadmap for your first 3 months to ensure you are supported as you scale toward your goals. From our Quarterly Performance Bonuses to special Monthly Promos, we celebrate those who drive success through collaboration.
Call our agency to review your specific career path and see if you’re the right fit for our team.
Salary : $40,000 - $75,000