Now Hiring - The Blessing Insurance Agency Inc - Insurance Agent in Muncy, PA

Full description of the position

Blessing Insurance *Client Relations & Policy Support Specialist - Insurance Agency * Full-Time | Day Shift | In-Person | No Nights Are you an organized, people-focused professional with a passion for helping others protect what matters most? Do you thrive in a fast-paced environment where every day is different, and your contributions truly make an impact? If so, join our growing insurance agency team as a Client Relations & Policy Support Specialist! In this key role, you'll serve as the go-to person for clients and team members alike--bridging the gap between sales, service, and success. From onboarding new clients to supporting policy renewals and ensuring a seamless customer experience, you'll be at the heart of what we do. What You 'll Do: * Welcome & Onboard New Clients - Transition new accounts from sales to service with confidence. Send welcome communications, verify policy and contact info. * Support Retention Efforts - Help maintain strong client relationships through timely service, personalized follow-up, and proactive problem-solving. * Maintain Accurate Client Data - Enter and manage customer information, policy details, and key contacts in our agency management system. * Ensure Client Satisfaction - Make regular check-in calls, send surveys, assist with renewals, and track resolution of service issues. * Spot Sales & Marketing Opportunities - Help identify cross-sell opportunities, manage referral leads, and highlight client success stories that can be shared in marketing campaigns. * Craft Professional Communication - Draft letters, reports, presentations, and spreadsheets using tools like Word, Excel, and PowerPoint. * Confidentiality is Key - Handle sensitive client and carrier information with professionalism and discretion. * Keep Leadership Informed - Submit monthly reports on new and lost business and support internal improvement efforts as needed. * Deliver Outstanding Insurance Service - Assist clients with personal insurance policies (Auto, Homeowners, Umbrella, etc.), collect premiums, answer questions, and manage claims processes. * Stay Current on Industry Practices - Understand underwriting guidelines, carrier procedures, and policy coverages to best serve our clients. * Requote & Cross-Sell - Actively review existing policies for savings or coverage improvement opportunities and recommend additional products based on client needs. * Be a Team Player - Step in to assist with phones, coverage, or team support when needed. Flexibility and collaboration are essential! What You Bring: * A high school diploma or equivalent * 3+ years of customer service or administrative experience , preferably in insurance or a related field * Excellent verbal and written communication skills * Strong organizational skills and attention to detail * A can-do attitude and ability to work both independently and as part of a team * Proficiency in Microsoft Office (Word, Excel, PowerPoint) * A desire to grow in the insurance field * Must obtain a Pennsylvania Insurance License (we'll help you get there!) * Willingness to get appointed with required carriers and brokers to write new business Why Join Our Agency? * Stable, in-person work schedule - No nights or weekends! * Professional development support - We invest in your licensing, training, and career growth. * Friendly, team-first culture - Your contributions are seen, appreciated, and celebrated. * Meaningful work - Help individuals and families protect what matters most to them. Ready to bring your energy, empathy, and expertise to a role where clients count on you and your work makes a difference? Apply now and become an essential part of our agency's success story. Job Type: Full-time Pay: $31,200.00 - $35,000.00 per year Benefits: * 401(k) * Dental insurance * Disability insurance * Health insurance * Paid time off * Vision insurance Supplemental Pay: * Bonus opportunities Application Question(s): * What are your salary requirements? * Do you have your PA Property & Casualty Insurance License? If not, are you prepared to obtain one within 90 days of being hired? Education: * High school or equivalent (Required) Experience: * Customer service: 3 years (Required) License/Certification: * Driver's License (Required) Work Location: In person