Remote P&C Licensed Customer Service Representative
Remote P&C Licensed Customer Service Representative
Job Overview
Main Line Risk Management is seeking an experienced, Licensed Customer Service Representative. We're a small team, which means your work matters. You'll be a primary point of contact for a book of personal lines clients, handling their day-to-day service needs while proactively helping them maintain the right coverage as their lives change, with opportunities to assist on select small commercial accounts as you become comfortable with the role.
*Must be live on East Coast on EST*
Salary Range: $50,000.00 - $75,000.00 per year
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Retirement Plan
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Work from Home
Requirements
- Active Pennsylvania Property & Casualty license required
- 1+ years of insurance experience with an independent agency, brokerage, or insurance carrier
- Solid working knowledge of personal lines insurance, particularly auto, homeowners, and umbrella coverage
- Experience working in an agency management system; Applied Epic experience is preferred
- Strong written and verbal communication skills
- Organized and dependable with strong follow-through
- Able to manage multiple client needs and deadlines without needing constant direction
- Comfortable learning new technology, carrier systems, and workflows
- Experience with small commercial insurance such as BOP, general liability, workers' compensation, or commercial auto is a plus, but not required.
- *Must be on East Coast on EST*
Responsibilities
- Manage day-to-day client requests by phone, email, and text, including policy changes, ID cards, billing questions, coverage questions, mortgagee changes, and other service needs
- Process endorsements for personal auto, home, umbrella, valuables, and related policies
- Review renewals and proactively identify coverage concerns, missing discounts, and opportunities to better protect clients
- Help clients understand premium increases, deductibles, coverage options, and carrier requirements in plain language
- Remarket accounts when appropriate using carrier portals and comparative rating systems
- Prepare and present renewal options and help clients make informed coverage decisions
- Issue certificates of insurance, evidence of property insurance, and auto ID cards
- Maintain accurate notes, activities, and documentation in Applied Epic
- Work directly with carrier underwriters and representatives to resolve eligibility questions, underwriting requirements, and account issues
- Identify opportunities for additional coverage and refer appropriate sales opportunities to the agency's producers
- Provide occasional support with new-business quoting and select small commercial accounts
About Us
Main Line Risk Management is a dynamic force in the insurance industry, passionately dedicated to empowering clients with innovative risk solutions. We foster a professional, energetic environment where talent thrives, driving impactful results and shaping the future of risk management. Join our team and make a difference!Why Join Us
You will thrive here by taking real ownership of complex challenges alongside teammates who prioritize straightforward communication and collective success. We provide the mentorship and resources necessary to sharpen your expertise while ensuring your daily contributions make a tangible difference for our clients. By joining Main Line Risk Management, you become part of a fast-moving, capable environment where your initiative is rewarded and your professional trajectory is entirely within your own hands.
Active Pennsylvania Property & Casualty license required; 1+ years insurance experience; knowledge of personal lines; experience with agency management system (Applied Epic preferred); strong communication; must be on East Coast EST.
Key Responsibilities
- managing client requests
- processing endorsements
- reviewing renewals
Skills & Tools
Applied Epic
Job Details
- Category: Customer Service
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — Pennsylvania, United States
- Salary: USD 50,000 – 75,000 / year
- Languages: English
Benefits
- Generous paid time off
- Retirement plan
About Main Line Risk Management
A dynamic insurance agency providing innovative risk solutions and empowering clients. — Industry: Finance