Benefits Health insurance Dental insurance 401(k) 3% 401(k) matching after one year Paid time off Opportunities for advancement Join Our Family and Build Your Career Are you a detail oriented person with a knack for problem-solving? Do you thrive in a collaborative, family-oriented environment? Then we want you! Dougherty & Company Insurance Services is a second generation insurance agency serving Southeastern PA since 1992. We offer a stable work environment with a strong emphasis on work-life balance. As a Customer Service Representative, you will be providing exceptional service to our clients and agents. Your direct collaboration with agents to understand client needs and risks, and to ensure their accounts are well-maintained, will be key to our success. Role Description We are seeking a highly organized and personable Customer Service Representative to support our independent insurance agency's day-to-day client service operations. This role serves as a primary point of contact for our clients and plays a key part in maintaining accurate policy records, ensuring timely communication, and delivering a professional, welcoming client experience. Responsibilities Answer incoming calls and provide professional, friendly service that puts clients at ease Track policy cancellations and proactively ensure clients are informed when a policy is in cancellation status Manage client invoicing and process payments accurately and in a timely manner Monitor upcoming policy renewals and notify agents of any significant premium increases Track surplus lines renewals Maintain organized, up-to-date client records within our agency management system (EZLynx) Perform any other tasks as assigned Qualifications College degree, or 3-5 years of experience in the insurance industry Exceptionally organized with strong attention to detail Strong customer service orientation with excellent verbal and written communication skills Self-directed and highly self-sufficient, with the ability to independently research, problem-solve, and quickly learn new systems and processes Proficiency in Microsoft Office Suite Experience with EZLynx or similar agency management software preferred Schedule & Work Arrangement In-person role for the first 3 months; a hybrid schedule may be discussed thereafter 60-day introductory/probationary period

Pay:

$50,000.00 - $55,000.00 per year

Benefits:

401(k) Dental insurance Paid time off

Work Location:

Hybrid remote in Media, PA 19063