Insurance Service & Sales Specialist

Job Description

Job Description

About Us

At Riley & Colaizzo Insurance, we’re committed to protecting what matters most to our clients. As a growing independent agency partnered with Erie Insurance and other top carriers, we take pride in delivering personal service, customized coverage, and long-term relationships.

We are seeking a Customer Service & Sales professional who enjoys helping people, solving problems, and building trust. This is a great opportunity for someone looking to grow in the insurance industry with a supportive, community-focused team.

Responsibilities

Provide excellent customer service by answering client questions, processing policy changes, and handling billing inquiries.

Proactively reach out to clients for policy reviews, cross-sell opportunities, and coverage recommendations.

Educate clients on coverage options, ensuring they understand their policies and protection.

Assist with new business quoting, applications, and onboarding of clients.

Support agency retention efforts by handling renewals and maintaining strong client relationships.

Work with carriers to resolve client issues and ensure accurate policy servicing.

Engage in prospecting activities (calls, emails, networking) during slower service periods to generate new business opportunities.

Qualifications

Prior customer service, sales, or insurance experience preferred (but not required).

Strong communication and interpersonal skills.

Detail-oriented with the ability to multitask and prioritize.

Comfortable making outbound calls and presenting solutions to clients.

Must be able to obtain Property & Casualty insurance license (support available if not currently licensed).

Why Join Us?

Competitive pay with opportunities for bonuses based off performance.

Training and support to earn your insurance license.

Career growth opportunities within a growing agency.

Positive, team-oriented culture where your work makes a real impact.