Job Description
Personal Lines Insurance Customer Service Agent
Job Summary
Do you enjoy being a trusted resource for people who have questions about their insurance? Do you have a knack for juggling tasks with a smile on your face? As an Insurance Customer Service Agent at Baron Insurance Group, you'll be the voice that greets customers when they call in, advising and educating people on how their insurance works. You'll be part of a fun, hard-working team of caring professionals in one of our two Lancaster County office locations.
Baron Insurance Group is seeking a full-time, Property & Casualty licensed Personal Insurance Customer Service Agent. This individual will work with a team of 3-4 other Personal Lines service agents and 1 assistant to service the agency's Personal Lines clients as a team. This position is 95%+ customer service focused with very limited sales, however, it does include responsibilities to upsell and cross sell the needs of existing clients, ask for referrals and offer life insurance products.
Job Duties and Responsibilities
- Inbound service calls to answer client questions and update existing policies
- Providing policy reviews at client's request
- Cross-sells and up-sells to improve existing policies and to add new ones
- Retention of existing business and cancellation of policies when that isn’t feasible
- Advising and processing client claims
Qualifications and Skills
- Passionate about Baron Insurance’s corporate values: https://baroninsurancegroup.com/about-our-agency/#howwebehave
- Wants to learn, grow, and improve themselves personally and professionally
- Values team more than self
- Outstanding time management and ability to prioritize
- Enjoys a high level of people interaction, manages high phone volume, service agents typically get 20+ calls per day plus email requests
- Enjoys educating and advising clients on how insurance works and why they have or need certain coverages
- Effective multi-tasker, able to transition quickly between tasks and manage having several tasks open at one time without getting overwhelmed
- A positive person that is solution focused
- Organized, highly efficient, detailed oriented, dependable
- Adaptable in a fast-paced environment with changing technological demands
- Professional appearance with a caring and friendly demeanor
Requirements
- High School diploma or equivalent (Required)
- Insurance service or sales: 1 year (Required)
- Current PA Property & Casualty License (Required)
Preferences
- At least one year of insurance industry or agency experience required- three years preferred
- College degree
Baron Insurance Group offers a Competitive Benefits Package including:
- 100% paid for Employee Only Health Insurance Coverage (Option to add Family on for a cost)
- Simple IRA Retirement Plan with employer match
- Operational and Founders Profit Sharing Programs
- Paid Time Off
- Flex Time
- Employer Paid for Disability and Life
- 7 Paid Holidays
- Baron Cares Program (charity giving)
- Team Birthday Lunches
- Quarterly Teambuilding Events
Baron Insurance Group has received the following recognition:
- 2021 Erie Insurance Quality Agency of the Year Winner
- 7 Time Erie Insurance Elite Agency Winner (2013, 2014, 2015, 2016, 2017, 2018, 2020)
- 2021 Erie Insurance Agent of the Year Award Winner
What makes us unique?
- We invest in people – ourselves, our clients and our community
- We are advisors with the heart of a teacher
- We are problem solvers
Job Type: Full-time
Pay: $40,000.00 - $65,000.00 per year
Job Type: Full-time
Pay: $40,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Supplemental pay types:
Weekly day range:
Work setting:
Education:
- High school or equivalent (Required)
Experience:
- Personal Lines Service: 1 year (Required)
License/Certification:
- Property & Casualty License (Required)
Ability to Relocate:
- Manheim, PA: Relocate before starting work (Required)
Work Location: In person