At FIFS, you will find a team of dedicated professionals ready to help you reach your financial goals. Our staff has extensive training and experience in their specialties, and the licenses and qualifications necessary to offer you the quality advice and service you deserve. We are committed to developing long-term relationships so that we will be able to assist you through each stage of life.

Competitive Pay

Great Benefits

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Satisfying Work/Life Balance

Rewarding Work Environment

Fun Company Events

Meet Gurpreet “Preet” Soor, one of our newer employees at FIFS. As a member of our Policy Services Team, Preet’s responsibilities include preparing renewals, sending client communications, and working with claims.

It was through a social media post that Preet heard FIFS was hiring. A family friend saw the post and encouraged her to apply. As to be expected, she was nervous about her new job. She said she became comfortable at FIFS “…with a blink of an eye because everyone was very welcoming and encouraging”. She likes the family and team environment at FIFS. “Everyone is positive and encouraging during the new employee training; there are always helping hands and words of encouragement at every corner you turn.”

When asked what Preet likes best about working at FIFS, she said she loves “…knowing that I have a voice! Managers and coworkers are open to listening to ideas, working together towards common goals, and there is continuous support to continue growing. I also love the importance placed on health and family. It is comforting to know that if anything happens, my managers are willing to work with me to ensure everything works out.”

Preet says the insurance industry interests her because it “has a plethora of knowledge…it is interesting because it changes based on the state of things…around the world. Continuing education is a wonderful way to keep up with the growth of the industry.”

For Preet, working at FIFS “…is not just a job, it’s a career path!”

Gurpreet Soor

Client Service Advisor / Policy Services

Meet Gurpreet “Preet” Soor, one of our newer employees at FIFS. As a member of our Policy Services Team, Preet’s responsibilities include preparing renewals, sending client communications, and working with claims.

It was through a social media post that Preet heard FIFS was hiring. A family friend saw the post and encouraged her to apply. As to be expected, she was nervous about her new job. She said she became comfortable at FIFS “…with a blink of an eye because everyone was very welcoming and encouraging”. She likes the family and team environment at FIFS. “Everyone is positive and encouraging during the new employee training; there are always helping hands and words of encouragement at every corner you turn.”

When asked what Preet likes best about working at FIFS, she said she loves “…knowing that I have a voice! Managers and coworkers are open to listening to ideas, working together towards common goals, and there is continuous support to continue growing. I also love the importance placed on health and family. It is comforting to know that if anything happens, my managers are willing to work with me to ensure everything works out.”

Preet says the insurance industry interests her because it “has a plethora of knowledge…it is interesting because it changes based on the state of things…around the world. Continuing education is a wonderful way to keep up with the growth of the industry.”

For Preet, working at FIFS “…is not just a job, it’s a career path!”

Frequently Asked Questions

What are your typical hours of operation?
8-5 Monday-Thursday, 4:30 on Friday
Do you have work-from-home positions available?
Not at this time, however, we’ve made some pandemic necessary investments into our phone, email, and agency management systems that accommodate working from home well (and as needed).
Do you offer competitive benefits?
Yes! We offer Health, Life, Disability, 401K match, continuing Education Expenses, and much more!
What is your dress code?
Business Casual
So is there a place nearby to grab lunch?
Souderton has a plethora of great restaurants to grab a bite to eat for lunch, most within 3-5 minutes from the office. Or, once a month join the FIFS staff for “Pizza Wednesdays” and enjoy the camaraderie of your co-workers.
Do you have good coffee?
FIFS staff are bonified coffee connoisseurs and we take the quality of our java very seriously. Starbucks and Wawa are regular staples in our office, and you will get your own FIFS insulated Yeti to keep it hot for hours.

Current Openings

Client Service Advisor – Personal Insurance

Franconia Insurance & Financial Services (FIFS) is an independent insurance agency in Telford, PA and a franchise member of Keystone Insurers Group, ranked #3 in the 2018 Top 20 Agency Partnerships. FIFS was awarded the 2018 Pennsylvania Agent Partner of the Year for Keystone Insurers Group.

Our average employee tenure at FIFS is 14 years. We have a full-time client services position open in our Personal Insurance department. Our client service advisors work collaboratively to provide service to our clients for their homeowners, personal auto and other types of personal insurance policies.

Client service advisors are required to hold a Pennsylvania Resident Producer insurance license. New hires that do not currently hold the license will be provided 90 days to obtain the license. All licensing and continuing education fees are provided by FIFS.

Responsibilities Include:

  • Servicing assigned accounts following all agency systems, procedures, and insurance company regulations.
  • Develop relationships with underwriters; contact underwriters for assistance with coverage questions, as needed.
  • Being knowledgeable of insurance products, markets, and insurance carriers; solution-oriented services; rating procedures; coverage; and industry operations to effectively service clients and prospects.
  • Having a thorough understanding of personal property and casualty insurance products and services and related coverage.
  • Being a good listener to the clients, identify potential exposures, and offer solutions, keeping in mind the types of services FIFS can provide for them.
  • Review existing policies to identify gaps in coverage and/or areas where clients could benefit by expanding coverage.
  • Review newly issued policies for accuracy.
  • Maintain orderly electronic files and documentation, following agency standards.
  • Keep workload reports within acceptable agency guidelines.
  • Handle requests for changes to current policies; follow up with a verification correspondence; review endorsed policy for accuracy.
  • Keep database current.
  • Handle all correspondence regarding existing policies.
  • Help clients manage payment options.
  • Seek referral opportunities for all FIFS departments.
  • Oversee the claims process for clients; get involved as needed; be an advocate for the client.
  • Practice enhancing a positive client experience and provide suggestions for agency improvements.
  • Maintain a current insurance license and attend relevant continuing education courses to expand insurance and product knowledge.
  • Be a positive promoter of FIFS in all business and personal settings.

Essential Skills:

  • Excellent phone and electronic communication skills.
  • Critical listening
  • Friendly and patient demeanor able to gracefully handle client interaction and deliver top-notch client experiences.
  • Detail-oriented and ability to maintain accurate records
  • Ability to juggle multiple tasks and remain calm in challenging situations
  • Ability to quickly adapt to change
  • Ability to follow direction
  • Ability to work in a team environment

Job Type:  Full-time
Experience:  Customer Service:  1 year (Required)
Education:  High School (Required)
Language:  English (Required)
Work Authorization:  United States (Required)

Comprehensive Benefits Package: 

  • 401(k) with company match
  • Medical insurance
  • Paid time off
  • Life insurance
  • Long term disability insurance
  • Competitive pay with annual bonus potential

Ready to take the next step in joining our team? Fill out the form below to get started!