Insurance Customer Service Representative

About The Agency: 

Philip Baker Insurance Services is a family-run, independent insurance agency based in Blandon, PA, proudly protecting individuals, families, and businesses across Pennsylvania since 2002. Built on trust, personal service, and affordable coverage, we partner with more than a dozen leading carriers to tailor the right coverage for each client's unique situation. We're a small, close-knit team where everyone wears more than one hat, and where long-term relationships with clients and coworkers alike are at the center of how we work.

Job Description: 

Philip Baker Insurance is seeking a personable, detail-oriented Customer Service Representative to serve as a first point of contact for our clients. This is a phone-first role. Our office sees relatively little walk-in traffic, so the majority of the day is spent handling inbound calls, quoting, and servicing existing policies for a book of business split evenly between personal and commercial lines. The ideal candidate is comfortable juggling a variety of tasks in a small-agency environment, stays calm and empathetic under pressure, and takes pride in building genuine relationships with the people they serve.

This role offers a competitive compensation package including paid time off, paid holidays, and health insurance. This is a full-time, 100% in-person position, Monday through Friday. 

Responsibilities: The candidate will:

• Answer inbound phone calls and correspondence regarding new and existing personal and commercial insurance policies.
  

• Quote new business and process policy changes, including auto policy changes
  

• Confer with customers to explain coverage options, take payments, and provide requested documentation.
  

• Resolve customer concerns and service issues with empathy and professionalism
  

• Maintain accurate client records and details of interactions using the agency's management system (Hawksoft).
  

• Work closely with a small, tight-knit team - pitching in where needed, taking direction well, and staying self-motivated 
  

Requirements

Requirements: The candidate must:

• Hold an active Pennsylvania Property & Casualty insurance license (required).
  

• Have prior personal lines insurance experience; commercial lines experience helpful
  

• Have strong oral and written communication skills 
  

• Bring a friendly, empathetic approach to every interaction, and enjoy building lasting relationships with the people you work with and serve
  

• Stay steady and solutions-focused
  

• Be proficient with computer systems, including Hawksoft (or a comparable agency management system) and Microsoft Excel/Office.
  

No calls to Philip Baker Insurance, please.

Benefits