Insurance Client Success Specialist

Willoughby Insurance Agency, Inc.; Norristown (Montgomery County); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Paid time off

Training & development

Job summary

Willoughby Insurance Agency, Inc. in Norristown, PA is seeking a Multiline Representative to help clients across life, property, and casualty lines. You will listen to customer needs, explain available product options, and build lasting relationships within the local community.

You will contribute to a team focused on service excellence, accuracy, and proactive outreach. Prior insurance experience and license eligibility are preferred.

Qualifications

• Effective written and verbal communication skills.
• Strong organizational abilities with attention to detail.
• Comfortable working in a fast-paced environment.
• Prior experience in customer service, business support, or insurance preferred.
• Must possess or be able to obtain necessary state insurance licenses.

Responsibilities

• Communicate with customers to understand their needs and provide available product information.
• Assist in developing relationships with new and existing customers across multiple product lines.
• Support daily office operations, including documentation, scheduling, and follow-up activities.
• Participate in marketing efforts to promote awareness within the community.
• Maintain accurate records and ensure a consistent customer experience.
• Collaborate with team members to achieve office objectives.

Skills

Communication skills

Customer service

Relationship-building

Organizational skills

Job description

Willoughby Insurance Agency, Inc. in Norristown, PA is seeking a Multiline Representative to help clients across life, property, and casualty lines. You will listen to customer needs, explain available product options, and build lasting relationships within the local community.

You will contribute to a team focused on service excellence, accuracy, and proactive outreach. Prior insurance experience and license eligibility are preferred.