Customer Service Representative

Naviga Recruiting & Executive Search

Hatfield, PA

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JOB DETAILS

SKILLS

Accounting, Adobe Product Family, Chemistry, Community and Social Services, Cross-Selling, Customer Relations, Customer Satisfaction, Customer Service Operations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Digital Signatures, Documentation, Establish Priorities, Executive Recruiting, Finance, Insurance, Interpersonal Skills, Leadership, Licensing, Life Insurance, Localization, Maintenance Services, Market Trend Analysis, Marketing, Metrics, Microsoft Office, Microsoft Outlook, Mortgage, Multitasking, Network Support, Organizational Skills, Problem Solving Skills, Sales, Sales Strategy, System Integration (SI), Team Player, User Interface/Experience (UI/UX)

LOCATION

Hatfield, PA

POSTED

1 day ago

The Opportunity

This is a unique chance to step into a highly visible, critical role where your daily efforts directly drive the retention and success of an entire organization. As a Licensed Customer Service Representative, you will fully take ownership of essential customer service workflows and remarketing initiatives, serving as the heartbeat of the agency's client care operations. Because this is a heavy relationship-management and protection environment rather than a pure new-business sales grind, your work will directly allow the production team to expand while you cultivate deep, lasting client loyalty. You will make an immediate impact every single day, managing full-service lifecycles, navigating multiple top-tier carrier portals, and executing policy updates that keep clients secure.

About the Company

Imagine being part of a thriving independent agency that has built a stellar reputation completely on the power of relationships and organic client referrals. Founded two decades ago, this business has realized incredible year-over-year growth by focusing heavily on deep-rooted local networking, mutual support, and exceptional community service. Operating with a lean, tight-knit, and genuinely welcoming "family atmosphere," the leadership treats every team member less like a standard employee and more like a true stakeholder and partner in the business. The team actively leans on one another, creating a supportive, high-morale everyday dynamic where stability is the norm and people stay for years.

The Location

Located in the welcoming community of Hatfield, Pennsylvania, the office provides a vibrant, professional, and accessible home base for your daily work. Operating entirely on-site, the location features a collaborative workspace where team chemistry thrives and real-time leadership support is always within arm's reach. The immediate area offers a fantastic blend of local convenience and a community-centered environment that perfectly mirrors the agency s personal, family-oriented approach to business.

What You Will Do

Manage day-to-day front-desk reception duties alongside active phone communications and email correspondence to maintain outstanding client relations.
Execute comprehensive policy service requests, including adding coverages, executing policy reviews, issuing proof of insurance, and processing certificates.
Coordinate workflows and problem-solve directly with both individual end-clients and leading insurance carriers.
Facilitate critical third-party communications, working closely with financial partners and mortgage companies to finalize account documentation.
Utilize digital documentation platforms to handle e-signatures via Adobe and distinct carrier servicing portals efficiently.
Identify strategic cross-selling and account rounding opportunities organically during policy reviews to maximize overall client value.

Who You Are

Active Pennsylvania Property & Casualty (P&C) Insurance License holder with at least one year of practical industry experience.
Proficient technical communicator comfortable utilizing Microsoft Office, Outlook, Adobe, and modern digital signature tools.
Adaptable technology user with experience or a strong willingness to learn advanced agency management software like Vertafore QQ Catalyst. Dynamic communicator with exceptional interpersonal skills, capable of building immediate rapport over the phone and in person.
Detail-oriented and organized multi-tasker who thrives on learning the distinct intricacies and servicing websites of various carrier partners.
Life insurance licensing or experience as a notary is considered a valuable plus for expanding organizational capabilities.

90-Day Success Roadmap

First 30 Days: Master the fundamentals of the agency's primary management system, integrate seamlessly into the office environment, and begin handling initial phone and email service requests.
60 Days In: Gain full autonomy over standard service workflows, navigate diverse carrier portals with ease, and confidently manage policy updates and remarketing processes.
90 Days In: Serve as the primary anchor for all client customer service, optimize response times and account accuracy, and proactively identify opportunities for retention and cross-selling.

The ideal candidate is a polished, punctual, and highly personable professional who genuinely loves interacting with people and helping them navigate their insurance needs. You are someone who takes immense pride in arriving ready to hit the ground running, bringing an enthusiastic, warm energy to the front lines of the office. Rather than needing rigid, automated metrics to stay motivated, you possess a natural work ethic and a commitment to accuracy, prompt response times, and exceptional customer satisfaction. You thrive in a hands-on learning environment where you are comfortable asking questions, adapting to multiple carrier systems, and contributing to a collaborative team that treats you like an integral part of the business.

Flexibility & Work-Life Integration

Work Structure: Full-time, fully on-site position designed to maximize team collaboration and localized client engagement. Schedule: Reliable office hours from 9:00 AM to 5:00 PM, Monday through Friday, with an automated after-hours service so you never have to take work home. Environment: A lean, supportive, and family-centric office atmosphere that prioritizes genuine flexibility for individual personal needs and mutual team support.

Why Join the Team

Joining this team means stepping into an environment where your voice is heard, your contribution is valued, and you are embraced as a true extension of the business family. You will benefit from a robust competitive benefits package that includes comprehensive health care choices and a dedicated retirement match to secure your future. The agency rewards dedication with a flexible, generous paid time off structure that expands with your tenure, alongside informal performance check-ins tailored toward recognizing your personal financial growth. If you are looking to escape the rigid corporate grind and build a long-term home within a supportive, highly respected local network, this team is ready to welcome you.

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About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.

About the Company

Naviga Recruiting & Executive Search

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