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

• 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 agency’s 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