What are the responsibilities and job description for the Senior Customer Service Representative position at Kelly Family Agency?
Job Description
Licensed Senior Customer Service Representative
Kelly Insurance Agency | Pottstown, PA
Join a Team That Values Relationships, Expertise, and Growth
At Kelly Insurance Agency, we believe insurance is about more than policies—it's about protecting families, businesses, and the futures they've worked hard to build. As a trusted agency serving the Pottstown community, we've built our reputation on exceptional service, honest advice, and lasting client relationships.
We're seeking an in-office, experienced, licensed insurance professional who enjoys helping clients, solving problems, and identifying opportunities to better protect the people they serve. This is an ideal opportunity for a Customer Service Representative who wants to leverage their insurance expertise while earning additional compensation through account rounding, cross-selling, and relationship-building.
If you're looking for a supportive team environment where your experience is appreciated and your contributions directly impact agency growth, we'd love to meet you.
What We Offer
As a Licensed Senior Customer Service Representative, you will serve as a trusted advisor and primary point of contact for our clients. You'll handle policy servicing, coverage reviews, renewals, and client retention efforts while identifying opportunities to improve coverage and strengthen household relationships.
This role blends customer service and inside sales, making it ideal for someone who enjoys helping clients while contributing to agency growth.
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Vision Insurance
Dental Insurance
Health Insurance
Flexible Schedule
Hands on Training
Career Growth Opportunities
Work-Life Balance
Retirement Plan
Mon-Fri Schedule
Unlimited PTO
Responsibilities
Key Responsibilities
Qualifications
The ideal candidate is someone who enjoys being the trusted resource clients rely on. They take pride in delivering exceptional service, proactively identifying client needs, and helping families secure the protection they deserve.
They are relationship-focused, growth-minded, and understand that great customer service naturally creates opportunities for additional business.
If you're an experienced insurance professional looking for a role that combines service, relationship management, and growth opportunities, we encourage you to apply.
Company Description
At the Kelly Agency, we are driven by passion and teamwork, committed to building strong personal relationships. As one of Pennsylvania’s largest remote-friendly Allstate Agencies, we rank in the top 10% nationwide for new business growth and customer satisfaction. Our team thrives on shared incentives and continuous improvement, all while maintaining a healthy work-life balance. Embracing cutting-edge technology, we utilize digital tools such as social media, texting, video, online quoting, and lead management software to enhance our operations.
We take immense pride in our customer excellence, safeguarding what matters most to our clients and their families. Our core values include: being customer-focused, positive, coachable, self driven, and a team-first mentality.
Follow us on Social Media: @kellyagency.us
Visit our Website: kellyagency.us
Licensed Senior Customer Service Representative
Kelly Insurance Agency | Pottstown, PA
Join a Team That Values Relationships, Expertise, and Growth
At Kelly Insurance Agency, we believe insurance is about more than policies—it's about protecting families, businesses, and the futures they've worked hard to build. As a trusted agency serving the Pottstown community, we've built our reputation on exceptional service, honest advice, and lasting client relationships.
We're seeking an in-office, experienced, licensed insurance professional who enjoys helping clients, solving problems, and identifying opportunities to better protect the people they serve. This is an ideal opportunity for a Customer Service Representative who wants to leverage their insurance expertise while earning additional compensation through account rounding, cross-selling, and relationship-building.
If you're looking for a supportive team environment where your experience is appreciated and your contributions directly impact agency growth, we'd love to meet you.
What We Offer
- Competitive base salary based on experience
- Uncapped commission and bonus opportunities from cross-selling and quality performance
- Quarterly performance bonuses and monthly incentive programs
- Structured onboarding and training plan
- Established book of business and strong agency reputation
- Supportive, collaborative office culture
- Clear opportunities for professional growth and advancement
- In-office role with a highly engaged team environment
As a Licensed Senior Customer Service Representative, you will serve as a trusted advisor and primary point of contact for our clients. You'll handle policy servicing, coverage reviews, renewals, and client retention efforts while identifying opportunities to improve coverage and strengthen household relationships.
This role blends customer service and inside sales, making it ideal for someone who enjoys helping clients while contributing to agency growth.
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Vision Insurance
Dental Insurance
Health Insurance
Flexible Schedule
Hands on Training
Career Growth Opportunities
Work-Life Balance
Retirement Plan
Mon-Fri Schedule
Unlimited PTO
Responsibilities
Key Responsibilities
- Build and maintain strong relationships with clients through proactive communication and exceptional service
- Assist clients with policy changes, billing questions, renewals, claims support, and coverage inquiries
- Conduct comprehensive policy reviews to identify coverage gaps and protection opportunities
- Recommend additional products and coverage options when appropriate
- Generate referrals and strengthen household relationships through outstanding service
- Support client retention efforts and agency growth initiatives
- Educate clients on insurance concepts and coverage options in a clear, easy-to-understand manner
- Maintain accurate documentation and client records
- Collaborate with agency team members to deliver a best-in-class customer experience
Qualifications
- Active Property & Casualty License required
- Insurance agency experience/Allstate experience preferred
- Life Insurance License is a plus
- Strong customer service and relationship-building skills
- Ability to identify sales opportunities through service conversations
- Excellent communication and problem-solving abilities
- Detail-oriented and highly organized
- Positive attitude and professional demeanor
- Ability to work independently while contributing to a team environment
The ideal candidate is someone who enjoys being the trusted resource clients rely on. They take pride in delivering exceptional service, proactively identifying client needs, and helping families secure the protection they deserve.
They are relationship-focused, growth-minded, and understand that great customer service naturally creates opportunities for additional business.
If you're an experienced insurance professional looking for a role that combines service, relationship management, and growth opportunities, we encourage you to apply.
Company Description
At the Kelly Agency, we are driven by passion and teamwork, committed to building strong personal relationships. As one of Pennsylvania’s largest remote-friendly Allstate Agencies, we rank in the top 10% nationwide for new business growth and customer satisfaction. Our team thrives on shared incentives and continuous improvement, all while maintaining a healthy work-life balance. Embracing cutting-edge technology, we utilize digital tools such as social media, texting, video, online quoting, and lead management software to enhance our operations.
We take immense pride in our customer excellence, safeguarding what matters most to our clients and their families. Our core values include: being customer-focused, positive, coachable, self driven, and a team-first mentality.
Follow us on Social Media: @kellyagency.us
Visit our Website: kellyagency.us