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  • Customer Service Representative - Insurance

    Robert Half Finance & Accounting (Manheim, PA)



    Apply Now

    Description

    We are looking for a dedicated Personal Lines Customer Service Representative to join our client in the Lancaster, Pennsylvania area. This role involves assisting clients with their insurance needs, ensuring efficient service, and maintaining compliance with agency and carrier policies. The ideal candidate will thrive in a collaborative environment and be committed to delivering exceptional customer experiences.

    Responsibilities:

    • Provide support to the service assistant by managing client tasks from the Personal Lines service inbox.

    • Assist clients with filing auto and home insurance claims and address billing inquiries.

    • Update payment plans and follow up on property inspections to ensure compliance with agency processes.

    • Write and review policies for existing clients, adhering to underwriting guidelines and completing necessary checklists.

    • Conduct policy reviews, identify opportunities for cross-selling or upselling, and work to retain existing client policies.

    • Record customer interactions in the agency management system.

    • Organize daily priorities using desk management standards and maintain a streamlined workflow.

    • Collaborate with the Personal Lines Sales and Service teams to achieve shared goals and enhance customer satisfaction.

    • Build positive relationships with carrier personnel to ensure smooth operations.

    Requirements

    • Bachelor’s degree is preferred, but not required.

    • Strong analytical, critical thinking, and problem-solving abilities.

    • Excellent communication and organizational skills to manage multiple tasks effectively.

    • Property & casualty insurance license required

    • Commitment to upholding core values and contributing to a positive team environment.

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

     


    Apply Now



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