Licensed Personal Lines CSR | Client Care & Policy Expert

W3Global; Philadelphia (Philadelphia County); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Dental insurance

Vision insurance

Paid time off

Job summary

W3Global in Philadelphia, PA seeks an experienced, licensed Personal Lines Customer Service Representative who thrives in a fast-paced environment and takes pride in delivering exceptional service. You will manage policy changes, renewals, billing inquiries, endorsements, and work with carriers like Nationwide, Travelers, and Progressive while educating clients on coverage options.

Active P&C license required; 1–3+ years’ personal lines servicing; strong communication; detail-oriented;

Qualifications

• Active Property & Casualty license (required).
• 1–3+ years of independent agency experience in personal lines servicing.
• Experience working with carriers such as Nationwide, Travelers, and Progressive.
• Strong written and verbal communication skills.
• Exceptional organization and attention to detail.
• Ability to prioritize multiple tasks and meet deadlines.
• Confidence using technology and learning new systems.
• A client-first mindset and a genuine passion for building relationships.
• Healthy work-life balance.
• Collaborative, team-oriented culture.
• Ongoing training and professional development.
• Opportunities for advancement.
• Leadership that values your ideas and contributions.
• A workplace where your work truly matters.

Responsibilities

• Serve as a primary point of contact for personal lines clients.
• Manage policy changes, endorsements, renewals, billing inquiries, ID cards, and coverage updates.
• Educate clients on coverage options and help them make informed insurance decisions.
• Review accounts proactively to identify coverage gaps and opportunities.
• Process policy changes accurately and follow through with carriers and clients.
• Assist with remarketing, renewal preparation, and account rounding opportunities.
• Support clients through the claims process and act as a trusted resource.
• Maintain accurate, detailed documentation in AMS360.
• Stay current on carrier guidelines, underwriting changes, and product offerings.

Skills

Written communication

Verbal communication

Organization

Time management

Relationship building

Education

Property & Casualty license

Tools

AMS360

Job description

W3Global in Philadelphia, PA seeks an experienced, licensed Personal Lines Customer Service Representative who thrives in a fast-paced environment and takes pride in delivering exceptional service. You will manage policy changes, renewals, billing inquiries, endorsements, and work with carriers like Nationwide, Travelers, and Progressive while educating clients on coverage options.

Active P&C license required; 1–3+ years’ personal lines servicing; strong communication; detail-oriented;