Personal Lines Customer Service Representative - Independent Insurance Agency

Overview

Personal Lines Customer Service Representative
- Independent Insurance Agency
- Base Salary to 60k/year
- Manheim, PA

Our client, a respected independent insurance agency in the Lancaster, PA area, has an immediate need for a Personal Lines Customer Service Representative.

In this Personal Lines Customer Support Representative role, you will be responsible for daily service to an assigned book of personal lines clients. In addition, you will work to support the Producer to manage the renewal process for assigned clients. Specific duties include phone, email, & in-person customer service; marketing new & renewal business, preparing endorsements, seeking cross-selling opportunities and suggesting new lines of coverage, invoicing as needed;

maintaining accurate files; reviewing renewals; and more.

• Handles inbound service calls via the primary phone queue, replies to emails, and assists walk-ins and answer their questions, update their existing policies, and guide them through the claims process.
• Process COI’s, endorsements, and .
• Document all agency / customer interactions via the agency management system.
• Offer additional policy information when there is a rounding opportunity.

• 2+ years of experience servicing Personal Line policies such as auto, home, car, umbrella, and boat coverage.
• Property & Casualty (P&C) licensed.
• Knowledge of AMS
  360 or similar agency management system.
• Erie Insurance knowledge or multi-carrier experienced.
• Ability to work in office Monday – Friday 8:00am – 5:00pm.

• Base salary to 60k/year with additional opportunities for bonus.
• Medical, dental, vision, and 401k.
• Paid holidays and PTO.