What are the responsibilities and job description for the Property & Casualty Insurance Service Agent position at Peters Insurance Agency?
Job description:
Join our dedicated team at Peter’s Insurance Agency, where we pride ourselves on delivering exceptional service to our valued clients in the Burke, VA community. We are seeking a licensed Property & Casualty Insurance Service Agent who is passionate about helping others, thrives in a collaborative environment, and is eager to grow their career in the insurance industry.
About the Role:
As a Property & Casualty Insurance Service Agent, you will be the first point of contact for our policyholders, providing outstanding customer service and support. You will handle a variety of service requests, assist with policy changes, and help ensure our clients’ insurance needs are met efficiently and professionally. In addition to servicing existing accounts, you will have the opportunity to contribute to agency growth through account rounding and cross-selling additional coverages to current clients.
Key Responsibilities
- Respond promptly and professionally to incoming calls, emails, and in-person inquiries from policyholders.
- Process policy changes, endorsements, renewals, and cancellations accurately and in a timely manner.
- Educate clients on their coverage options, answer questions, and resolve concerns to ensure satisfaction and retention.
- Identify opportunities to recommend additional products or coverages that meet clients’ evolving needs (account rounding).
- Maintain up-to-date client records and documentation in our agency management system.
- Collaborate with team members to achieve agency goals and deliver a seamless client experience.
- Stay current on industry trends, carrier guidelines, and state insurance regulations.
Qualifications
- Active Property & Casualty Insurance License required (Virginia).
- Previous experience in an insurance agency or customer service role preferred.
- Strong communication and interpersonal skills, with a genuine desire to help others.
- Detail-oriented with excellent organizational and time management abilities.
- Proficient with computers and comfortable learning new software systems.
- Ability to work independently and as part of a supportive team.
What We Offer
- Full-time, Monday through Friday, 9:00am – 5:00pm (40 hours per week).
- Competitive compensation based on experience.
- Comprehensive benefits package, including:
- 401(k) plan with company matching
- Paid Time Off (PTO)
- Supportive, family-oriented work environment focused on professional growth and work-life balance.
- Opportunities for ongoing training, development, and career advancement.
About Peter’s Insurance Agency
Peter’s Insurance Agency is a trusted local provider serving the Burke, VA area. We are committed to building lasting relationships with our clients and supporting our team members’ success. If you are looking for a rewarding career where you can make a difference every day, we would love to hear from you!
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Experience:
- Customer service: 1 year (Required)
License/Certification:
- Property & Casualty License (Required)
- Burke, VA 22015 (Required)
- Work Location: In person