The Customer Service Representative (CSR) 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 Licensed CSR will demonstrate a working knowledge of the insurance industry along with expertise on our company’s specific policies and practices to ensure a gratifying customer experience.

Salary Range:

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Tuition Reimbursement

Mon-Fri Schedule

Retirement Plan

Minimum three (3) years of experience

Must possess a Property and Casualty license in Pennsylvania

Experience working with AMS 360 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 to Independent Agent experience.

Ability to work with computers and basic knowledge of Excel, Word, and Outlook.

Excellent skills in communication, active listening, solutions-focused problem solving and rapport building.

Experience in delivering client-focused solutions and in 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. 

Communicate with clients and insurance company Underwriters

Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier

Creating and advising personalized insurance proposals based on the needs of the client.

Retain continuous awareness of workflow and keep activity notations in compliance with agency procedures.

Process Insured policy change requests

Follow up to ensure accuracy of endorsements processed by the carrier

Notate all interactions with Insureds in the agencies client management system

Obtain all signatures 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 agency 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 on the field

Demonstrate active listening, rapport building, empathy and solutions-focused problem solving when engaging with customers.

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.