Insurance Processor

Customer First Insurance Agency LLC; Philadelphia (Philadelphia County); On-site; USD 55,000 - 70,000; Full time

Job summary

A leading insurance agency in Philadelphia seeks a detail-driven Insurance Processor to join their high-performing team. This role will involve overseeing policy servicing, supporting sales staff, and ensuring clients receive expert guidance. With top-notch training and mentorship, this position offers a pathway to growth in the insurance field.

Benefits

Performance-based bonuses

Generous vacation days

Health insurance contributions

Paid time off for national holidays

Qualifications

• 2+ years of experience in insurance, customer service, or administrative support.
• Strong understanding of personal or commercial insurance coverages.
• Ability to learn and use management systems and carrier portals.

Responsibilities

• Analyze insurance policies and provide accurate client support.
• Collaborate with team members to craft tailored insurance policies.
• Assist with quoting and maintain up-to-date client documentation.

Skills

Attention to Detail

Organizational Skills

Communication

Technical Skills

Education

Property & Casualty Insurance License

Job description

Customer First Insurance Agency LLC • Philadelphia , PA , US

Posted 9 days ago

Description

Do you have a sharp eye for detail and a passion for helping clients navigate their insurance needs? Are you someone who excels at keeping things organized, supporting a high-performing team, and making sure every policy is handled with care and accuracy?

We're seeking a detail-drivenInsurance Processor to join our dynamic, high-performing team. With over $10 million in written premium and more than 2,000 active clients, we need a dependable insurance professional who can oversee policy servicing, support producers, coordinate renewals, and deliver responsive, accurate support to both internal teams and clients.

This is a full-time, in-office role based in Philadelphia, PA (Monday–Friday). You’ll work closely with our sales staff and service representatives to ensure every client receives expert guidance and timely updates. You’ll also engage regularly with clients from our affiliated real estate offices, helping to deliver a seamless, high-touch experience from quote to close—and beyond

• Base Salary: $55,000 - $70,000 (commensurate with experience)
• Bonus Plan: Performance-based bonuses
• Paid Time Off: Generous vacation days + all major national holidays
• Health Insurance: Employer contributes toward monthly premiums

Responsibilities

• Analyze insurance policies to confirm adequate coverage, compliance, and alignment with client needs.
• Identify potential coverage deficiencies or exposures and recommend tailored solutions.
• Collaborate with team members to craft policies that match the client’s specific risk profile and objectives.
• Supporting sales with daily operations.
• Serve as a primary point of contact for carrier-related questions and escalations.
• Facilitate resolution of underwriting concerns, policy exceptions, claims inquiries, and endorsements.
• Ensure smooth day-to-day coordination with carriers to support timely and accurate policy processing.

Operational & Technical Support

• Assist with quoting and placement of new business, re-marketing, and renewals, particularly for more nuanced or high-value accounts.
• Maintain up-to-date client files and documentation within the agency’s CRM and management platforms.
• Track and follow up on pending actions such as signatures, loss runs, or inspection reports.

Internal Expertise & Client Support

• Act as a resource for producers and service staff on insurance coverage, technical issues, and market trends.
• Create client-facing deliverables such as risk evaluations, coverage comparisons, and policy summaries.
• Support compliance activities by organizing documentation for audits, renewal cycles, and regulatory reviews.

Cross-Functional Collaboration

• Work alongside sales and account management teams to maintain high standards of accuracy, consistency, and service.
• Contribute to ongoing process improvements by identifying operational bottlenecks or recurring coverage issues.
• Participate in team meetings to provide insights from carrier interactions or client feedback.

Qualifications

• Active Property & Casualty insurance license or is willing to obtain one within 90–120 days.
• 2+ years of experience in insurance, customer service, or administrative support.
• Strong understanding of personal or commercial insurance coverages.
• Comfortable working with insurance carriers and navigating policy documents.
• Detail-oriented with good organizational and follow-up skills.
• Tech-savvy – able to learn and use agency management systems and carrier portals.
• Clear and professional communication skills (written and verbal).
• Team player who enjoys supporting others and getting things done right.

Compensation

About Customer First Insurance Agency LLC

At Customer First Insurance Agency, we truly live up to our name—putting clients and team members first. You’ll be part of a fast-paced, collaborative team that supports your growth, values your contributions, and rewards your reliability. Whether you’re looking to gain deeper insurance experience or build a long-term career, this is a place where you can thrive.

We help clients navigate their unique risks and find coverage they can count on—at a price they can afford. Currently serving residents of PA, NJ, DE, MD, NY, VA, WV, NC, SC, OH, TN, GA, FL, MO, MN, CO, AZ.We’re expanding quickly and building a team that reflects our commitment to service, integrity, and results.