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Personal Lines Insurance Agency Customer Service Representative

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TieTalent

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Location:
United States , Bethel Park

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Category:

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Contract Type:
Not provided

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Salary:

40000.00 - 50000.00 USD / Year

Job Description:

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

Job Responsibility:

  • Maintaining Positive Customer Relationships
  • Answering Customers Insurance Queries in an informative, but simple and understandable way
  • Educating Customers on their coverage options to help them make informed decisions
  • Responding to quote Requests and leads within the same business day
  • Actively cross selling accounts everyday
  • Asking for referrals everyday
  • 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 (Associates 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
  • MUST have or be willing to obtain your PA Property & Casualty insurance license
  • MUST get to work reliably
  • MUST get to work on time
  • MUST be able to work during our office hours of Monday thru Friday, 8:30am to 4:30pm
  • MUST be committed to your clients

Nice to have:

  • Positive, upbeat and courteous with a great attitude
  • Reliable, trustworthy and dependable
  • A bright, fast learner - especially with new computer tools and skills
What we offer:
  • Major Medical and dental
  • Holidays, vacation time, plus 3 personal days
  • SEP retirement plan
  • PA P&C Training and CE reimbursement

Additional Information:

Job Posted:
March 21, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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