Customer Relationship Manager/Agency Representative

Apogee Insurance Group, A Berkshire Hathaway Company; Wayne (PA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonuses

Training & education

Networking events

Free lunch

On-site gym

Company laptop

Job summary

Apogee Insurance Group in Wayne, PA seeks a Customer Relationship Manager/Agency Representative to partner with independent retail agencies. You will nurture long-term relationships, guide customers through submissions, and coordinate with underwriting and service teams to deliver high-quality outcomes.

The role emphasizes consultative selling with warm leads, internal collaboration, and active participation in local business events.

Qualifications

• Bachelor’s degree preferred.
• P&C license must be obtained within the first 90 days of employment.
• Energetic, goal-oriented, results-driven, methodical, accountable, and positive.

Responsibilities

• Build and strengthen agency partnerships through targeted outreach and relationship management.
• Support client success by guiding agencies through submission and underwriting processes and meeting performance goals.
• Collaborate cross-functionally using CRM and MS Office to maintain accurate agency records and improve the client experience.

Skills

Customer service

Sales

Communication

Relationship building

Team collaboration

Education

Bachelor’s degree preferred

P&C License (within 90 days)

Job description

Apogee Insurance Group - a Berkshire Hathaway wholesale brokerage, provides national Property and Casualty solutions across commercial, professional, management, and specialty lines. Our broad market access, product expertise, and responsive service enable us to deliver fast, tailored insurance solutions. Licensed nationwide, we offer admitted and E&S quotes from over 200 carrier partners. With office locations in the Greater Philadelphia area, Chicago, and Mission Viejo, we serve independent retail agencies with truly national reach and local support.

Job Description: Our Customer Relationship Managers/Agency Representatives serve as strategic relationship partners to independent retail insurance agencies, focusing on long‑term collaboration and supporting customers in accessing Apogee’s property and casualty quote solutions. Rather than cold calling or transactional selling, the role centers on working with warm leads and established agency relationships. Representatives take a consultative approach - understanding each customer’s goals, coordinating with internal underwriting and service teams, and guiding customers through the submission and placement process. Through phone outreach, virtual meetings, and in‑person interactions, Associate Agency Representatives share the full Apogee story to help customers identify opportunities, strengthen workflows, and deliver high‑quality business outcomes.

Build and Strengthen Agency Partnerships:

• Build strong, long term partnerships within your assigned territory.
• Communicate Apogee’s value - specialization, accessibility, and responsive support.
• Hold meaningful conversations to understand agency goals and identify opportunities.
• Generate new business through proactive outreach, follow up, and relevant market insights.

Support Client Success and Experience:

• Serve as a knowledgeable advisor throughout the submission and underwriting process.
• Manage submission flow and premium activity to meet performance goals.
• Expand Apogee’s presence within agency networks and industry groups.
• Strengthen relationships through participation in local networking and industry events.

Organization and Collaboration:

• Use CRM and account management tools and Microsoft Office to maintain accurate agency records.
• Demonstrate strong time management, organization, and follow through across a dynamic territory.
• Collaborate cross functionally to enhance the client experience and support agency success.

QUALIFICATIONS REQUIRED:

• Bachelor’s degree is preferred
• P&C License (must obtain within first 90 days of employment)
• Energetic, goal-oriented, results-driven, methodical, accountable, and has a positive attitude

EXPERIENCE:

• 1-3 years of hands‑on experience in customer service, communication, sales, or marketing is preferred, but recent graduates are encouraged to apply!
• Prior insurance product knowledge and insurance education – a plus!

APOGEE BENEFITS:

• Base salary and benefits package plus year end performance-based bonuses
• Receive compensation for training and continuing education while you learn the business
• Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
• Free lunch provided daily (from when working within the office)
• Full gym on site (from when working within the office)
• Company phone & Surface laptop provided

At Apogee, our goal is to strengthen our community and culture by representing all races, genders, religions and sexual orientations. We continue to move conversations about diversity, equity and inclusion forward to ensure every community member has a sense of belonging, a voice and a seat at the table.