Personal Lines Support Specialist - Job Portal

About Us

Please note that this is a fully in-person position based in Warrenton, Virginia.

Puffenbarger Insurance and Financial Services is proud to have dedicated over 36 years to helping customers in DC, Virginia, South Carolina, North Carolina, Maryland, West Virginia, Delaware, Tennessee, and Pennsylvania become better off by providing expert solutions for their insurance and financial needs. Please see our website for more details: https://pinsfs.com/

Come join our independent agency! We have almost a dozen carriers for underwriting, giving you a wide variety of options for every customer. Employees love working here because we have a team atmosphere that focuses on flexibility and life balance… Come help us hit our goals and earn Friday afternoons off!

This is an Entry Level position for the right candidate—we are looking for someone who loves to learn, welcomes new ideas and wants to be an integral part of a results-oriented and collaborative team.

About You

• You are ready to start a career and want to work for a “family forward” company with team members that look out for each other
• You are tired of commuting to DC!
• You want to get your feet wet in the insurance industry
• You consider yourself a lifelong learner with a growth mindset
• Your friends & coworkers would describe you as resourceful, open-minded and teachable
• You’ve seen the good and bad in customer service and want to contribute your knowledge to support the team
• You want to help people out without the high pressure of sales goals
• You love spending time with people on the phone – talking to people energizes you!
• You want to put in the work to succeed, you are driven to achieve in spite of challenges, and you are looking for an organization with a path of upwards mobility
• You’re tired of working nights and weekends in the retail or hospitality industries and you want to earn more money
• You’re looking for a company where you can learn new things and grow professionally
• You want the opportunity to create real relationships with your clients through education and positive communication
• You’d like the opportunity to be rewarded for your upbeat, high-energy, and positive attitude
• You’re looking for a company where you’re supported every day instead of being thrown to the wolves

Pay rate is $40,000 to $45,000 annually with opportunity for monthly bonuses

Personal Lines Support Specialist Expectations:

• A key responsibility of the Personal Lines Support Specialist is supporting the service and the sales team by handling administrative duties and ad hoc needs
• Each day, you will assist customers with changes to their insurance program
• You’ll take payments from customers by credit card, check or money order
• You will distribute physical mail and scan documents into our system
• An important part of this role will be helping customers during their claims process by calling or emailing to ensure the insurance company is doing their part
• You will communicate positively and proactively with prospects, customers, insurance underwriters, and internal staff
• We will rely on you to provide a world class experience over the life of the customer

Personal Lines Support Specialist Skills and Experience:

• Enjoy speaking with prospective and current customers—you will be on the phone talking to customers the majority of your time
• Able to quickly triage customer needs and find the right person to help them
• Tech savvy... flip phones need not apply
• Solid communication skills, both written and verbal
• Positive attitude and solutions-oriented, even when a customer is upset or angry
• Strong proficiency in Microsoft Office
• Comfortable using electronic communication, storage, etc. (Google Drive, Microsoft Outlook, proprietary software)
• Property & Casualty License will need to be obtained within 30 days (we will reimburse you once the exam has been passed)
• Ability to pass employment screenings

Benefits:

• Medical insurance with an FSA or HSA
• Dental and Vision insurance
• 401(k) with 3% company match
• Employer Paid Long Term Disability insurance
• Employer Paid Life insurance
• Voluntary benefits available (e.g., Short Term Disability, supplementary Life Insurance)
• Paid time off and Sick Pay
• 10 Paid Holidays
• We provide the tools, resources and education to enable you to grow and succeed!
• Reimbursement program for credentialing. Each additional credential results in an increase in your base pay!
• If the agency meets its sales goals for the week and/or month, we all get off early on Friday!

If you are in any of the following or similar positions, apply today!

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