Client Service Advisor

Job Description

Job Description

Franconia Insurance & Financial Services (FIFS) is FIFS is looking for individuals to join our team of dedicated professionals who are working together to provide the best service possible for our clients. We are an independent insurance agency in Telford, PA, and a franchise member of Keystone Insurers Group, ranked #4 in the Insurance Journal’s Top 20 Agency Partnerships in 2021. FIFS was awarded the 2018 Pennsylvania Agent Partner of the Year for Keystone Insurers Group and maintain the IVANS Connected Agency designation.

We provide a pleasant work environment, incentives to excel, and tools to succeed. If this sounds like a good fit for you, please consider applying.

Competitive Pay | Great Benefits | Satisfying Work/Life Balance | Rewarding Work Environment | Fun Company Events

A newer hire says working at FIFS “…is not just a job, it’s a career path!”

We are a short commute from Telford, Souderton, Harleysville, Hatfield, Perkasie, and Sellersville.

We are seeking a Personal Lines Client Service Advisor (CSA) The CSA is responsible for building rapport with an assigned group of clients to effectively meet their insurance needs using excellent communication and problem-solving skills.

Must be a self-starter who is able to multi-task and work in a team environment.

CSAs are required to hold a Pennsylvania Resident Producer insurance license. All licensing and continuing education fees are provided by FIFS.

New hires that do not currently hold the license will be provided educational tools and 90 days to obtain the license.

Primary responsibilities include, but not be limited to: • Respond to client service requests via phone and electronic communications. • Review and identify gaps in coverage and identify opportunities for account growth. • Having a thorough understanding of personal property and casualty insurance products and services and related coverage. • Maintain orderly electronic files and documentation, following agency standards. • Be a positive promoter of Franconia Insurance & Financial Services in all business and personal settings.

Essential Skills: • Excellent phone and electronic communication skills • Critical listening • Friendly and patient demeanor able to gracefully handle client interaction and deliver top-notch client experiences • Detail-oriented and ability to maintain accurate records • Ability to juggle multiple tasks and remain calm in challenging situations • Ability to quickly adapt to change • Ability to follow direction • Ability to work in a team environment

Typical work hours are 8am-5pm Monday-Thursday, 8am – 4:30pm Friday. This includes an hour lunch break on M-Th and a 30-minute lunch break on Friday.

A pleasant lunchroom is provided. There are many great restaurants less than five minutes from the office to grab a bite for lunch.

Workstations include a computer with three monitors and new ergonomic chair. The computers are replaced every four years so that we’re always working with the best equipment. We are a paperless agency and use the Applied Epic agency management system. Additional programs used are CSR24, Applied Mobile, DocuSign, and Office 365. On-the-job training for these programs provided, if needed.

Dress code is business casual.