The Customer Service Representative is an integral member of the Commercial Lines team, primarily responsible for providing excellent service to our clients by assisting the producers and client advisers in maintaining superior service within the agency. The CSR will demonstrate a working knowledge of the insurance industry and expertise on our company’s policies and practices to ensure a gratifying customer experience.

Salary Range: $45,000.00 - $55,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Retirement Plan

Employee Referral Bonus

Paid Holidays

Paid Bereavement

Employer-Paid Group Life Insurance

Health Insurance

401(k) Retirement Plan

• Must be P&C licensed in Pennsylvania
• Minimum three (3) years of experience
• Experience working with the AMS360 management system.
• Working knowledge of insurance agency operations, coverages, rates, markets, and applicable insurance laws/codes/regulations.
• Good comprehension of insurance products and coverages. Preference for Independent Agent experience.
• Ability to work with computers and basic Excel, Word, and Outlook knowledge.
• Excellent skills in communication, active listening, solutions-focused problem solving, and rapport building.
• Experience delivering client-focused solutions and creating long-lasting relationships to solidify retention and generate multi-line referrals.
• Ability to work independently but also collaborate and work together as a team.

• Demonstrate active listening, rapport building, empathy, and solutions-focused problem solving when engaging with customers.
• Creating and advising personalized insurance proposals based on the client's needs.
• Retain continuous awareness of workflow and keep activity notations compliant with agency procedures.
• Process insured policy change requests
• Follow up to ensure the accuracy of endorsements processed by the carrier
• Communicate with clients and the insurance company's Underwriters
• Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
• Notate all interactions with Insureds in the agency's client management system
• Obtain all signature forms/applications required by the carrier
• Handle policy renewals
• Process insured payments
• Review billing accounts with insureds
• Review and update all current client contact and policy information in the agency client management system
• Furnish clients with requests for proof of insurance (binders, certificates, policies, endorsements, ID cards, declaration pages, and evidence of property forms)
• Frequently replenish job-specific knowledge and apply it in the field

Choice Financial Group was founded in 2020 with a clear vision: to connect a network of dedicated agencies and brokers to better serve our clients with enhanced resources.

Guided by visionary leadership, Bob Hilb and Shawn McArdle's executive team brings experience and expertise that have guided our expansion across the US with 24 acquisitions, 43 locations, and over 50,000 clients. We continue to flourish from our aggressive M&A plan and strategic, organic growth.

At Choice Financial Group, we believe in unity and partnership. Through strategic alliances, we bring additional resources to clients and set new, elevated standards of excellence.

Supported by Northlane Capital Partners, we continue to pioneer innovation driven by a shared vision of success. As we look to the future, our dedication to excellence remains unwavering, ensuring we continue to empower our employees and clients in the insurance arena. We’re just getting started.