Licensed Personal Lines CSR: Client-First Insurance Specialist

Chan Wright Insurance Agency Inc.; Pennsylvania; On-site; USD 42,000 - 54,000; Full time

Job summary

Chan Wright Insurance Agency Inc. is seeking a licensed, full-time Personal Lines Customer Service Representative with 4+ years’ experience in an independent agency. The ideal candidate will be friendly, well-organized, and capable of handling policy changes, renewals, and client inquiries with care.

You will work with auto, home, business, and life products and have opportunities to earn more income through life insurance sales and bonuses. Erie Insurance experience is a plus.

Qualifications

• Licensed Personal Lines CSR with 4+ years in an independent agency.
• Comfortable selling auto, home, business and life insurance.
• Experience with Personal Lines and service delivery at an independent agency.
• License: Property & Casualty (ANY state).
• License: Life (ANY state).

Responsibilities

• Answer phone calls and respond to client inquiries regarding policies and service needs.
• Process policy changes, endorsements, cancellations, and reinstatements.
• Review renewals and assist with remarketing accounts as needed.
• Quote and rate new business and renewal policies using carrier rating systems.
• Assist with claims processing and resolve billing issues.
• Cross-sell and round out accounts, including Life insurance coverage.

Skills

Customer service

Sales mindset

Organized

Communication

Education

Some College

Tools

Carrier rating systems

Job description

Chan Wright Insurance Agency Inc. is seeking a licensed, full-time Personal Lines Customer Service Representative with 4+ years’ experience in an independent agency. The ideal candidate will be friendly, well-organized, and capable of handling policy changes, renewals, and client inquiries with care.

You will work with auto, home, business, and life products and have opportunities to earn more income through life insurance sales and bonuses. Erie Insurance experience is a plus.