Personal Lines Insurance Agency CSR

Dealer eProcess; Bethel Park (Allegheny County); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Full benefits package

Vacation and paid holidays

SEP retirement plan

Job summary

Dealer eProcess is seeking an Experienced Personal Lines Insurance Agency CSR located in Bethel Park, PA. In this role, you will advise clients on coverage options, solve their insurance problems, and ensure a positive customer experience without cold calling.

With a salary of $40K-$50K plus incentives, you will enjoy a comprehensive benefits package including medical, vacation time, and a supportive work environment.

Qualifications

• 3 years office experience, preferably in an insurance office setting.
• Has or willing to obtain PA Property & Casualty insurance license.
• Ability to explain complex insurance issues simply.

Responsibilities

• Maintain positive customer relationships.
• Answer customers’ insurance queries effectively.
• Educate customers on their coverage options.

Skills

Customer service

Interpersonal skills

Attention to detail

Multitasking

Microsoft Office

Education

High school diploma

Associate’s degree preferred

Tools

Proprietary insurance software

Digital management system

Job description

Experienced Personal Lines Insurance Agency CSR

Quite possibly the best insurance agency CSR job ever! No cold calling. No outside prospecting. Focus on your client relationships first and foremost.

You advise and counsel clients on coverage options. You help them understand their insurance decisions. And you solve their insurance problems for them.

What do you get?

• A secure salary of $40K-$50K PLUS income‑increasing incentives as you grow with us!
• Our full benefits package – health, SEP retirement plan, vacation and paid holidays
• A secure position in a solid, long‑established agency. We've been here 47 years ... and counting!
• Great co‑workers in a friendly environment
• Top carriers to represent – Erie, Travelers, Progressive and others
• PA P&C Training and CE reimbursement, we help pay for your development
• A business excited about its future and growth

If this interests you, you need to understand one VERY important thing ... This tremendous career opportunity is available only to the best we can find!

Are YOU ...

• Positive, upbeat and courteous with a great attitude?
• Reliable, trustworthy and dependable?
• A bright, fast learner – especially with new computer tools and skills?

If you answered yes to all of those questions, here's what YOU need to qualify for this position.

• You MUST have or be willing to obtain your PA Property & Casualty insurance license. (No license? No problem: we will pay for the training and test costs for a committed candidate.)
• You MUST get to work reliably. We are located in Bethel Park, PA 15102.
• You MUST get to work on time. If you can't, please do not apply.
• You MUST be able to work during our office hours of Monday through Friday, 8:30 a.m. to 4:30 p.m., with an hour off for lunch. These hours are not flexible.
• You MUST be committed to your clients. Client service is the cornerstone of what we do and going above and beyond is par for the course.

We provide excellent benefits, SEP plan, competitive salary and incentives, opportunity for growth and income advancement, and a great team of co‑workers.

Job Description – Personal Lines Customer Service Representative

Duties and Responsibilities

• Maintaining positive customer relationships
• Answering customers’ insurance queries in an informative, but simple and understandable way (avoiding abbreviations and jargon)
• Educating customers on their coverage options to help them make informed decisions regarding all of their insurance needs
• Responding to quote requests and leads within the same business day
• Actively cross‑selling accounts every day
• Asking for referrals every day
• Scanning into management system when needed
• Using multiple software platforms to generate quotes
• Using multiple software platforms to make changes to policies
• Concentrating on customer‑relationship activities (selling, servicing, cross‑selling)
• Full participation in all agency marketing programs
• Assisting with agency newsletter
• Checking renewals
• Keeping client data up to date in agency management system
• Other responsibilities as assigned

Requirements

• High school diploma required (associate’s degree preferred)
• 3 years office experience, insurance office setting preferred
• Has P&C insurance license, or is willing to get licensed immediately
• Ability to explain complex insurance coverage issues in a simple and understandable way
• Excellent interpersonal skills and willingness to sell to customers over the phone
• Knowledgeable of Microsoft Office and able to learn the use of a digital management system, proprietary insurance software suites, and other software as needed
• Attention to detail and strong communication skills and phone etiquette
• Ability to establish and maintain a positive and professional relationship with coworkers, clients, and visitors
• Ability to multitask and stay organized despite occasional interruptions

Benefits

• Major medical and dental
• Holidays, vacation time, plus 3 personal days