CL Account Consultant - Licensed Agent

Central Insurance; Van Wert (OH); On-site; USD 52,000 - 66,000; Full time

Job summary

Central Insurance in Van Wert, OH is seeking a results‑driven Insurance Services professional to manage policy quotes, issues, renewals and client communication. You’ll work with commercial lines, coordinate risk management plans, and build strong agency relationships through proactive service and thoughtful guidance.

The role emphasizes cross‑selling, accurate data handling, and timely reporting, with a hybrid work model and base pay aligned to experience.

Qualifications

• Ability to obtain and maintain a Property & Casualty (P&C) Agency license within 60 days of employment
• Bachelor’s degree in Business Administration or related field and 2 years of collective insurance industry experience
• Or 3 years of collective insurance industry experience

Responsibilities

• Reviews and processes policy quotes, issues, changes, renewals, Certificates of Insurance, Motor Vehicle Reports, and other transactions for Property, Inland Marine, Liability, Worker’s Compensation, and Auto Fleet risks
• Works with clients to deliver risk management strategies that fit their risk profiles
• Upsells and cross-sells current customers, as well as selling warm leads to prospective customers
• Recognizes, understands, and responds to the needs of our internal and external customers
• Manages high level relationships with insured while maintaining account integrity and database accuracy
• Provides proactive hospitality in all customer interactions, including phone calls and emails

Skills

Customer relationship management

Active listening

Communication (verbal/written)

Problem solving

Data capture and analysis

Negotiation

Team collaboration

CRM software

Education

Bachelor's degree in Business Administration or related field

2 years of collective insurance industry experience

Or 3 years of collective insurance industry experience

Tools

CRM software

Job description

Location: Van Wert, OH

Work Model: Hybrid

Position type: Full time - salary

We’re a team of employees passionate about delivering best-in-class customer service and driving innovation in claims management. Integrity, relationships, and excellence are at the heart of everything we do.

Our employees fully utilize their talents and bring their best selves to work. We believe who you are is just as important as what you do!

Key Responsibilities Of The Role

• Reviews and processes policy quotes, issues, changes, renewals, Certificates of Insurance, Motor Vehicle Reports, and other transactions for Property, Inland Marine, Liability, Worker’s Compensation, and Auto Fleet risks.
• Works with clients to deliver risk management strategies that fit their risk profiles
• Upsells and cross-sells current customers, as well as selling warm leads to prospective customers
• Recognizes, understands, and responds to the needs of our internal and external customers
• Manages high level relationships with insured while maintaining account integrity and database accuracy
• Provides proactive hospitality in all customer interactions, including phone calls and emails.
• Maintains communication with clients to identify changing needs in services, property, or account information
• Services incoming calls, emails and customer requests
• Consults with prospective clients to discuss and understand their insurance needs.
• Explains the insurance products available, the different coverage types, and the benefits of each plan.
• Builds a positive relationship with the agencies you represent
• Provides monthly reports to agency contacts via Soapbox video
• Performs specialized tasks and projects, occasionally leads non-complex projects and project teams
• Tests new products and processes as needed
• Tracks insurance claims to ensure client and company satisfaction (ability to discuss claim situations with clients)
• Identifies & implements process changes or improvements that lead to cost savings and/or efficiencies
• Active involvement of training teammates on tasks as assigned

Required Qualifications

• Ability to obtain and maintain a Property & Casualty (P&C) Agency license within 60 days of employment
• Bachelor’s degree in Business Administration or related field and 2 years of collective insurance industry experience
• Or 3 years of collective insurance industry experience

Preferred Qualifications

• Experience in servicing commercial lines policies
• Ability to rotate into extended phone coverage shift as assigned
• Available for occasional overnight travel

Knowledge, Skills, And Abilities

• Ability to professionally interact with our customers
• Ability to build rapport with each customer, both internal and external, by actively listening and responding to their needs
• Ability to investigate, gather facts and information, and analyze coverage
• Understand the importance of capturing data
• Possess an innovative and continuous improvement mindset
• Possess a positive, professional, cooperative, and quality-conscious service attitude
• Ability to work under pressure, deal with interpersonal conflict, and handle a heavy workload
• Possesses analytical and problem-solving skills
• Possesses verbal and written communication skills, including negotiation, presentation, and influence skills
• Ability to understand Central Insurance’s policies and processes

Total Rewards

Central establishes base pay based on several factors including labor market data and an evaluation of candidate qualifications relative to role requirements. Base pay is one component of a comprehensive total rewards package designed to support employees’ financial, health, career, and retirement objectives. Central provides extensive health and wellness benefits to promote flexibility, work-life balance, and long-term financial security. For more information, see Central Insurance Benefits

Work Authorization

Central will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1(including those with OPT or CPT) , H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

It is the policy of Central that all recruiting, hiring, training, compensation, overtime, job classification and assignment, facilities, promotions, transfers, employee treatment and all other terms and conditions of employment shall be maintained in a manner which will not discriminate against any person because of race, color, age, sex, national origin, ancestry, religion, marital status, military status, or disability. The applicant should respond to questions on this application in a way that will not divulge such information.