Insurance Sales & Service Representative

WizeHire, Inc; Pennsylvania; On-site; USD 55,000 - 70,000; Full time

Job summary

A customer-focused insurance agency in Philadelphia is seeking a Licensed Insurance Sales & Service Representative. In this full-time role, you will engage with clients and ensure accurate policy processing while being part of a collaborative team. The ideal candidate has 2–3 years of experience, a Property & Casualty license, and strong communication skills. This position offers a competitive salary ranging from $55,000 to $70,000.

Benefits

Paid Time Off

Health Insurance

Professional Development

Qualifications

• 2–3 years of experience in insurance, title, or a related sales and administrative role.
• Ability to engage clients during day or night when needed.

Responsibilities

• Proactively follow up on warm leads and inquiries.
• Build long-term client relationships.
• Process a high volume of personal and commercial lines policies.
• Guide clients through onboarding and renewals.

Skills

Active Property & Casualty license

Strong phone presence

Tech-savvy

Excellent verbal and written communication

Detail-oriented

Friendly and personable

Tools

EZLynx

Job description

Customer First Insurance Agency LLC • Philadelphia , PA , US

Posted 2 days ago

Description

Do you thrive on connecting with people while keeping every detail in check? Are you energized by picking up the phone to build relationships, and just as comfortable making sure every policy is processed accurately behind the scenes?

We’re looking for a Licensed Insurance Sales & Service Representative to power the success of our fast-growing agency. With over $10 million in written premium and 2,000+ active clients, we need someone who can confidently engage with clients and referral partners, follow up on leads, and ensure every policy and service request is handled with precision.

This is a full-time, in-office position based in Philadelphia, PA (Monday–Friday). You’ll be part of a collaborative team that values consistency, professionalism, and high-quality service. You’ll also meet regularly with clients from our real estate offices, delivering memorable “wow” experiences that strengthen our reputation for excellence.

• Base Salary: $55,000 - $70,000 (commensurate with experience)
• Bonus Plan Associated
• Paid Time Off: Vacation time + all major national holidays
• Health Insurance: The Company contributes toward monthly premiums
• Professional Development: Training & licensing reimbursement, paid continuing education, and certification opportunities

Responsibilities

What You’ll Do

• Proactively follow up on warm leads, referrals, and incoming inquiries.
• Confidently connect with clients by phone, email, and in person, delivering friendly and professional service.
• Build long-term client relationships that encourage retention and referrals.
• Meet regularly with clients from partner offices, serving as the in-house face of the agency.

Policy Processing & Administrative Support:

• Process and service a high volume of personal and commercial lines policies.
• Manage policy changes, renewals, cancellations, and endorsements with accuracy and efficiency.
• Coordinate with carriers, producers, and underwriters to ensure timely completion.
• Maintain compliance and stay current on coverage options, regulatory changes, and industry trends.

Onboarding & Service:

• Assist with quoting and onboarding policies for auto, home, renters, umbrella, and small business.
• Guide clients through onboarding, renewals, and coverage changes with confidence and clarity.
• Resolve billing questions, documentation needs, and service requests promptly.
• Work closely with sales staff to ensure seamless client onboarding and policy fulfillment.
• Support the team with reporting, special projects, and compliance documentation.

Follow-Through & Accuracy:

• Be a “finisher” who owns tasks through to completion.
• Maintain accurate client records in the agency management system (EZLynx).

Qualifications

Who You Are

• Active Property & Casualty license required
• 2–3 years of experience in insurance, title, or a related sales and administrative role.
• Strong phone presence with the ability to engage clients day or night when needed.
• Tech-savvy, organized, and detail-oriented, with the ability to manage high volumes of work.
• Excellent verbal and written communication skills.
• Friendly, personable, and motivated by both sales success and service excellence.
• Experience with EZLynx preferred.

Compensation

$55,000 - $70,000 DOE

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.