Client Service Advisor

Job Description

Franconia Insurance & Financial Services (FIFS) is FIFS is looking for individuals to join our team of dedicated professionals who are working together to provide the best service possible for our clients. We are an independent insurance agency in Telford, PA, and a franchise member of Keystone Insurers Group, ranked #4 in the Insurance Journal’s Top 20 Agency Partnerships in 2021. FIFS was awarded the 2018 Pennsylvania Agent Partner of the Year for Keystone Insurers Group and maintain the IVANS Connected Agency designation.

We provide a pleasant work environment, incentives to excel, and tools to succeed. If this sounds like a good fit for you, please consider applying.

Competitive Pay | Great Benefits | Satisfying Work/Life Balance | Rewarding Work Environment | Fun Company Events

A newer hire says working at FIFS “…is not just a job, it’s a career path!”

We are a short commute from Telford, Souderton, Harleysville, Hatfield, Perkasie, and Sellersville.

We are seeking a Personal Lines Client Service Advisor (CSA) The CSA is responsible for building rapport with an assigned group of clients to effectively meet their insurance needs using excellent communication and problem-solving skills.

Must be a self-starter who is able to multi-task and work in a team environment.

CSAs are required to hold a Pennsylvania Resident Producer insurance license. All licensing and continuing education fees are provided by FIFS.

New hires that do not currently hold the license will be provided educational tools and 90 days to obtain the license.

Primary responsibilities include, but not be limited to: • Respond to client service requests via phone and electronic communications. • Review and identify gaps in coverage and identify opportunities for