Personal Lines Insurance Customer Service Representative

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Holman is a family-owned, global automotive services organization anchored by our core values and principles. The organization emphasizes the Holman Experience by treating customers and colleagues with respect and fostering positive, rewarding relationships.

• Handle incoming customer phone calls and either resolve issues or reroute to a team member. Follow up with customers as needed to ensure requests have been met.
• Process policy changes, answer billing questions, issue insurance documents and certificates, and other service requests that may come via phone, e-mail, or mail.
• Assist the sales team by organizing, scanning and electronically filing required insurance policy documents and customer information.
• Assist the customer support team by helping with policy audits, uploading or downloading information and aiding in retention efforts.
• Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts, pricing and other information requested.
• Participate in efforts to maximize renewal retention, including renewal audits, client surveys or questionnaires conducted by phone, thank you calls, birthday or anniversary mailings, or other customer care initiatives as directed.
• Work closely with management to help achieve premium, retention and growth targets for all lines of selected business.
• Act as a brand ambassador for the insurance group at Holman functions and across the organization.
• Interact with Account Representatives and customer service personnel as needed to help the business meet growth and service objectives. May involve assisting with training new employees and sharing successful ideas and processes.
• Complete administrative tasks as directed by leadership, including taking calls, making outbound calls, responding to e-mails, filing, sorting and distributing mail, supporting community and corporate events, responding to carrier communications, and assisting the finance and accounting team as needed.
• Dedicated to delivering exceptional customer care to all prospects and clients of the business.
• Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues within and outside of the Holman group of companies.
• Some flexibility in work schedule, including some evening and Saturday hours.
• Adaptability. Holman Insurance Services is the newest division in a growing group of companies; candidates should have a “get it done” attitude and be willing to adapt as the business grows.

• Four-year college degree or demonstrated equivalent experience as determined by department management.
• Property & Casualty Insurance License

• Property and Casualty insurance experience is preferred, but not required.

• Candidates must have an insurance license or be able to sit for and pass state licensing exams for Property and Casualty. License issuance is required within 90 days of joining the Holman organization.
• Flexibility in work schedule with some evening and Saturday hours. Qualified candidates should be able to travel within local NJ and PA markets for meetings, prospecting calls, and network development.
• Adaptability. Candidates should have a proactive attitude and be willing to adapt as the business grows.
• Highly organized with excellent task follow-up skills.
• Focus on learning and personal growth.
• Familiarity with the Agency Management System used by the business, including attending training sessions and ongoing study.

• Goal-driven, self-motivated, and comfortable with individual accountability, while also collaborative in a team environment.
• Ability to develop genuine relationships with business partners and team members within the insurance operation; outgoing and able to motivate referral sources.
• Dedicated to delivering exceptional customer care to all prospects and clients.
• Able to…