Personal Lines Customer Service Representative

Chan Wright Insurance Agency; Pennsylvania; On-site; USD 36,000 - 52,000; Full time

Job summary

Chan Wright Insurance Agency is seeking a licensed Personal Lines Customer Service Representative to join our full-time team in a supportive, quota-free environment. You will handle calls, policy changes, renewals, and billing while delivering friendly, client-focused service.

Experience with auto, home, business and life insurance is preferred; ERIE knowledge is a bonus. There is room to grow income through life insurance sales and bonuses.

Qualifications

• Licensed Personal Lines CSR with strong personal lines experience.
• Strong work ethic, organized, friendly and caring.
• Comfortable with selling auto, home, business and life insurance.
• Opportunity to earn more income through life insurance sales and bonuses.

Responsibilities

• Answer phone calls and respond to client inquiries about policies and service needs.
• Process policy changes, endorsements, cancellations, and reinstatements.
• Review renewals, monitor expirations, and assist with remarketing accounts.
• Quote and rate new business and renewal policies; ERIE experience is a plus.
• Assist with claims processing and resolve billing and payment issues.
• Cross-sell and round out accounts with additional insurance products.

Skills

Quoting & Rating

Policy Review

Product Knowledge

Customer Service

Education

Property & Casualty License (NC, VA)

Life Insurance License (NC, VA)

Job description

Personal Lines Customer Service Representative (CSR)

What You'll Love About This Job

Freedom! We have worked in a corporate environment and wanted to create something different. This job can get busy, but there are no quotas to achieve. You’ll have consistent support from teammates and the agency owner. We use technology and a virtual assistant to work smarter, not harder, and focus on helping clients manage their risks.

What We Are Seeking

We are seeking a licensed full-time experienced Personal Lines Customer Service Representative (CSR). Good work ethic, well organized, super friendly and caring with strong Personal Lines experience are key qualities that will set a candidate apart. This person must be comfortable with selling insurance products like auto, home, business and life insurance. There will be opportunities to earn more income with life insurance sales and bonuses.

Responsibilities

• Answer phone calls and respond to client inquiries regarding policies, coverage, and service needs.
• Process policy changes, endorsements, cancellations, and reinstatements.
• Review renewals, monitor renewal expirations, and assist with remarketing accounts when needed.
• Quote and rate new business and renewal policies using carrier rating systems. Experience with ERIE insurance is highly desired.
• Assist with claims processing and resolve billing and payment issues.
• Cross-sell and round out accounts by identifying opportunities for additional insurance products, including Life insurance coverage.
• License: Property & Casualty (ANY)

Preferred Skills

• Some College, No Degree
• License: Property & Casualty (NC, VA)
• License: Life (NC, VA)
• Areas of Expertise: Claims Processing, Flood / Wind / Hail, High Value Homes, Homeowners & Renters, Multi-lines Policies, Personal Auto, Personal Liability / Personal Umbrella, Policy Review, Product Knowledge Expert, Quoting & Rating