Personal Lines Insurance Customer Service Representative

Holman Enterprises; Mount Laurel Township (NJ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

Life and Disability Insurance

401(k) plan with Company Match

Paid Time Off

Paid Holidays

Paid Parental leave

Tuition Reimbursement

Job summary

Holman Enterprises is seeking a dedicated Insurance Services Associate to handle front-line customer calls, process policy changes, and provide accurate insurance information. The role supports sales, retention initiatives, and administrative tasks while maintaining a high level of customer care.

Candidates should have a four-year degree and an active Property & Casualty license or willingness to obtain it within 90 days. Some evening hours and local travel in NJ/PA may be required.

Qualifications

• Four-year college degree or equivalent experience is required.
• Property & Casualty license is required or must be obtained within 90 days of joining.
• Ability to travel locally in NJ and PA for meetings and network development, as needed.
• Industry experience in insurance is preferred but not required.

Responsibilities

• Handle incoming customer calls; resolve issues or reroute to the appropriate team.
• Process policy changes, answer billing questions, and issue insurance documents.
• Assist sales with organizing and filing insurance policy documents; support retention efforts.
• Answer questions about coverage options, discounts, and pricing; support renewal retention.
• Collaborate with management to achieve premium, retention and growth targets.
• Complete administrative tasks and support training on agency systems; act as a brand ambassador.

Skills

Customer service

Communication

Organizational skills

Relationship building

Team collaboration

Education

Four-year college degree or equivalent experience

Property & Casualty Insurance License

Job description

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What's Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

#LI-MG1HYBRIDINDMISC

Principal Purpose of Position:

Handle incoming customer phone calls and either resolve issues or reroute to a team member. Follow-up with customers as needed to ensure requests have been met. Process policy changes, answer billing questions, issue insurance documents and certificates and other service requests that might come via phone, e-mail or mail. Assist the sales team by organizing, scanning and electronically filing required insurance policy documents and customer information. Assist the customer support team by assisting with policy audits, uploading or downloading information and helping with retention efforts. Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested. Participate in efforts to maximize renewal retention. These efforts might include renewal audits, client surveys or questionnaires conducted by phone, thank you calls, birthday or anniversary mailings or other customer care initiatives as directed. Work closely with management team to help achieve premium, retention and growth targets for all lines of selected business. Act as a brand ambassador for the insurance group at all Holman functions and across the Holman organization. Interact with Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives. This may involve assisting with new employees from time to time, helping to train others on the business operating system or sharing successful ideas and processes with the rest of the frontline. Complete administrative tasks as directed by the leadership team including, but not limited to, taking incoming calls, making outbound customer calls, responding to e-mails, filing (electronic and paper), sorting and distributing mail, assisting with community and corporate events, responding to carrier communications and assisting the finance and accounting team with tasks that may be assigned and company or customer requests. Dedicated to delivering exceptional customer care to all prospects and clients of the business. Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues both in and outside of the Holman group of companies. Some flexibility in work schedule. This position may require some evening and Saturday hours. Adaptability.

Education and/or Training:

Four-year college degree or demonstrated equivalent experience as determined by department management.

Property & Casualty Insurance License Required

Relevant Work Experience:

Property and Casualty insurance experience is preferred, but not required.

Planning/Organizing/Managerial Knowledge:

Candidates must have an insurance license or be able to sit for and pass state licensing exams for both Property and Casualty. License issuance will be required within 90 days of joining the Holman organization.

Flexibility in work schedule.

This position will require some evening and Saturday hours. Qualified candidates will also be able to travel within the local NJ and PA markets for meetings, prospecting calls and network development.

Adaptability.

Holman Insurance Services is the newest division in a successful group of growing companies. Candidates must have a get it done attitude and be willing to adapt and change as the business grows.

Individuals must be highly organized and exceptional at following-up on assigned tasksFocused on learning and personal growth.

Become acquainted with, and a robust user of, the Agency Management System as chosen and installed by the business.

Become acquainted with, and a robust user of, the Agency Management System as chosen and installed by the business. This will include attending both live and recorded training sessions as well as independent study and 1-1 training in office.

Communicating & Influencing Skills:

Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment. A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation. Candidates must be outgoing and able to inspire and motivate potential referral sources.

Dedicated to delivering exceptional customer care to all prospects and clients of the business.

Excellent writing and communication skills.

At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That's why we are listening, open to learning new things - about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It's The Holman Way.

• Health Insurance
• Vision Insurance
• Dental Insurance
• Life and Disability Insurance
• Flexible Spending and Health Savings Accounts
• Employee Assistance Program
• 401(k) plan with Company Match
• Paid Time Off (PTO)
• Paid Holidays, Bereavement, and Jury Duty
• Paid Pregnancy/Parental leave
• Paid Military Leave
• Tuition Reimbursement

Benefits:Regular Full-TimeWe offer excellent benefits including health, vision, dental, life and disability insurance, and 401(k) with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.

Temporary or Part-TimeIn geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Artificial Intelligence Statement

• Answer interview questions on their behalf, or use AI tools in any way during the interview or other qualification process(es).
• Misrepresent or embellish qualifications, skills, or experience
• Create false or misleading representations of identity (e.g., deepfakes or altered images/videos)

Equal Opportunity Employment and Accommodations:

Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

If you are a person with a disability needing assistance with the application process, please contact [e-mail]

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.