Personal Lines Insurance Agency CSR

About the role

Experienced Personal Lines Insurance Agency CSR – possibly the best insurance agency CSR job ever! No cold calling, no outside prospecting. Focus on client relationships: advise and counsel clients on coverage options, help them understand insurance decisions, and solve their insurance problems. Offers a secure salary of $40K‑$50K plus income‑increasing incentives, a full benefits package (health, SEP retirement plan, vacation and paid holidays), a stable position in a 47‑year‑old agency, great co‑workers, representation of top carriers (Erie, Travelers, Progressive, etc.), PA P&C training and CE reimbursement, and a business excited about its future and growth.

Responsibilities

• Maintaining Positive Customer Relationships
• Answering Customers Insurance Queries in an informative, but simple and understandable way (IE: avoiding abbreviations and jargon)
• Educating Customers on their coverage options to help them make informed decisions in regards to all of their insurance needs.
• Responding to quote Requests and leads within the same business day
• Actively cross selling accounts everyday
• Asking for referrals everyday
• Scanning into Management system when needed