Insurance Customer Service Representative
Job Description
The Bill Weychert State Farm Agency is seeking a full-time, in-office Customer Service Representative to join our team at 2078 Butler Pike in Conshohocken, PA.
This role is ideal for someone who enjoys helping customers, building long-term relationships, and identifying opportunities to provide additional protection. You will serve as a primary point of contact for existing customers by answering policy questions, processing account updates, assisting with billing and claims-related needs, and conducting proactive policy reviews.
In addition to delivering exceptional service, you will be responsible for identifying coverage gaps and recommending appropriate products through needs-based conversations. The ideal candidate can balance service responsibilities with established monthly in-book sales and retention goals.
We offer a competitive base salary, commission and performance incentives, licensing guidance, ongoing training, professional development, and opportunities for long-term career growth within a supportive agency environment.
This is a full-time, in-office position located at:
Bill Weychert State Farm Agency
2078 Butler Pike
Conshohocken, PA 19428
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Retirement Plan
Career Growth Opportunities
Life Insurance
Hands on Training
Mon-Fri Schedule
Dental Insurance
Vision Insurance
Disability Insurance
Responsibilities
Respond to customer questions and provide clear, accurate policy and coverage information
Assist customers with policy changes, renewals, endorsements, billing questions, and account updates
Support customers throughout the claims process and provide follow-up as needed
Conduct proactive account reviews to ensure customers policies remain current and effective
Identify coverage gaps and additional opportunities within the agencys existing book of business
Recommend appropriate insurance products using a needs-based, customer-first approach
Transition service conversations into meaningful in-book sales opportunities
Meet established monthly sales and retention goals while maintaining service excellence
Follow up consistently regarding outstanding service needs and coverage recommendations
Maintain accurate and detailed documentation of customer interactions
Collaborate with agency team members to provide a seamless customer experience
Requirements
Strong customer service and relationship-building skills
Excellent verbal and written communication skills
Ability to listen carefully, explain coverage clearly, and guide customers confidently
Comfortable recommending products, asking for the business, and being accountable for monthly goals
Strong organization, attention to detail, and follow-through
Ability to multitask and manage competing priorities in a fast-paced office environment
Dependable, professional, and team-oriented
Previous customer service, account management, sales, or insurance experience preferred
Property & Casualty and Life & Health insurance licenses are preferred
Candidates who are not fully licensed must obtain their Property & Casualty license before their first day of employment
Willingness to obtain all additional required insurance licenses
Ability to work full-time and in-office at the Conshohocken location
