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Personal Lines Insurance Agency Customer Service Representative

United States, Bethel Park 40000.00 - 50000.00 USD / Year · Job Posted March 21, 2026
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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

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