Insurance Customer Service Representative

Job Description

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

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

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

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