Job Description

Job Description

Job Description

Are you a detail-oriented insurance professional who thrives in a fast-paced, client-focused environment? Do you enjoy processing policies efficiently, supporting a team, and ensuring no detail falls through the cracks?

We’re looking for an Insurance Sales & Service Representative to help power the success of our fast-growing agency. With over $10 million in written premium and 2,000+ active clients, we need someone who can process a high volume of policies, keep the back office running smoothly, support sales staff with policy onboarding, and serve clients with warmth and accuracy.

This is a full-time, in-office position based in Philadelphia, PA (Monday–Friday). You’ll be working on-site with a dedicated team that values collaboration, consistency, and high-quality service. You will be meeting with clients from our real estate offices regularly and making sure we deliver high-class wow experiences to them and their clients. 

Compensation & Benefits

• Base Salary: $55,000 - $70,000 (commensurate with experience)
• Bonus Plan Associated
• Paid Time Off: Vacation time + all major national holidays
• Health Insurance: The Company contributes toward monthly premiums
• Tech Allowance
• Professional Development: Training & licensing reimbursement and paid continuing education, and certification opportunities

$55,000 - $70,000 DOE

What You’ll Do

Policy Processing & Administrative Support:

• Process and service a high volume of personal lines policies .
• Handle administrative tasks such as data entry, document management, policy changes, renewals, cancellations, and endorsements.
• Coordinate with carriers, producers, and underwriters to ensure timely and accurate processing.
• Stay up to date on industry trends, coverage options, and regulatory changes to provide informed, compliant, and competitive solutions.

Client Relationship Support:

• Serve as the in-house face of the company to clients and referral sources, helping to generate new business while continuing to maintain our old. 
• Serve as a friendly, knowledgeable point of contact for clients during onboarding, renewals, and coverage changes.
• Communicate professionally via phone, email, and Zoom as needed.
• Assist with billing questions, policy documentation, and general service requests.

Sales Support & Policy Onboarding:

• Support the sales team in generating new business through efficient follow-up on warm leads, referrals, and incoming inquiries.
• Assist with quoting and onboarding personal and commercial lines policies, including auto, home, renters, umbrella, and small businesses.
• Ensure all client documentation is accurate, complete, and submitted promptly to carriers.
• Track policy progress and keep internal systems up to date from initial contact through binding.
• Provide excellent customer service that helps build long-term relationships and encourages client retention and referrals.

Team Collaboration:

• Work closely with the sales team to ensure seamless client onboarding and policy fulfillment.
• Support the team with special projects, reporting, and compliance-related documentation.

Follow-Through & Accuracy:

• Be a strong finisher who follows up until every policy or task is fully completed.
• Maintain accurate client records in the agency management system.

Who You Are

• 2-3 years of experience in insurance, title, or a related sales and administrative field.
• HAS P&C license or is willing to obtain it within 120 days (licensed preferred).
• Tech-savvy, organized, and able to manage high volumes of work with accuracy.
• Strong verbal and written communication skills.
• A "finisher" who takes ownership and follows through.
• Friendly, helpful, and motivated by quality service.
• Experience with EZlynx.

At Customer First Insurance Agency, we truly live up to our name—putting clients and team members first. You’ll be part of a fast-paced, collaborative team that supports your growth, values your contributions, and rewards your reliability. Whether you’re looking to gain deeper insurance experience or build a long-term career, this is a place where you can thrive.

We help clients navigate their unique risks and find coverage they can count on—at a price they can afford. Currently serving residents of PA, NJ, DE, MD, NY, VA, WV, NC, SC, OH, TN, GA, FL, MO, MN, CO, AZ. We’re expanding quickly and building a team that reflects our commitment to service, integrity, and results.

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