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
Compensation:
$55,000 - $70,000 DOE
Responsibilities:
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.
Qualifications:
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.
About Company
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.