Personal Lines Client Specialist

We are looking for a dedicated Personal Lines Client Specialist to join our office in Brookhaven, Pennsylvania. You will have the chance to make a real difference in the lives of our neighbors by providing clear guidance and reliable service every single day. If you enjoy solving problems, connecting with people, and working in an environment that feels more like a community than a corporation, we would love to get to know you better. We are excited to welcome someone who shares our commitment to integrity and client-focused service to help us continue making an impact here in Brookhaven.

Salary Range: $55000.00 - $70000.00 per year

Annual Base Salary + Commission

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Evenings Off

Hands on Training

Retirement Plan

Responsibilities

Act as the primary point of contact for our personal lines clients, managing their inquiries with care and accuracy.

Review and analyze renewals to ensure our clients have the coverage that fits their evolving life stages.

Collaborate with our carrier partners to resolve billing issues and process policy changes efficiently.

Advise clients on risk management and coverage options to ensure their assets are well-protected.

Maintain organized and thorough digital records for every client interaction.

Participate in team meetings to share insights and contribute to our collective growth.

Active Pennsylvania Property & Casualty insurance license is a plus

Minimum of two years of experience in personal lines insurance.

Strong proficiency with agency management software and Microsoft Office.

Clear and articulate verbal and written communication skills.

Attention to detail when reviewing policy documents and endorsements.

Ability to manage multiple priorities in a professional office setting.