CL Account Consultant

Central Insurance Company; Van Wert (OH); On-site; USD 64,000 - 85,000; Full time

Job summary

Central Insurance is seeking a customer-focused professional to join our claims/support operations in Ohio. You will review quotes, certificates, and policy changes for Property & Casualty lines, deliver risk-management guidance, and upsell where appropriate while maintaining strong client relationships.

The role requires a P&C license within 60 days, a bachelor's degree or 2 years of insurance experience (or 3 years) and the ability to cover extended phone shifts as needed.

Qualifications

• Requires P&C license within 60 days of employment.
• Bachelor's degree in Business Administration or related field, or 3 years of collective insurance industry experience.
• Experience servicing commercial lines policies preferred.
• Ability to rotate into extended phone coverage shift as assigned.

Responsibilities

• Review and process policy quotes, issues, changes, renewals, and Certificates of Insurance for Property, Inland Marine, Liability, and Auto Fleet risks.
• Work with clients to deliver risk management strategies aligned with their risk profiles.
• Upsell and cross-sell current customers and warm leads to prospective customers.
• Maintain high-level relationships with insureds while ensuring account integrity and data accuracy.
• Provide proactive hospitality in all customer interactions via phone and email.
• Communicate changes in services or account information to clients as needed.
• Respond to incoming calls, emails and customer requests promptly.
• Explain insurance products, coverage types, and benefits to clients.
• Build positive relationships with the agencies represented.

Skills

P&C license

Commercial lines experience

Client relationship management

Upselling and cross-selling

Communication skills

Education

Bachelor's degree in Business Administration or related field

3 years of collective insurance industry experience

Job description

About the Company

Central Insurance has been family owned and operating since 1876, and we’re just getting started. We’re a property and casualty insurance group that believes great work starts with Integrity, thrives on strong Relationships, and never settles for less than Excellence. With over $2B in assets and an A (Excellent) A.M. Best rating, we offer stability, opportunity, and a team you’ll actually enjoy being part of. We make a difference for our policyholders by providing excellent service and being there in the greatest times of need.

About the Role

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!

What we are looking for

• 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
• Experience in servicing commercial lines policies- preferred
• Ability to rotate into extended phone coverage shift as assigned

What you’ll do

• 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

Hiring Range

$63,700–$85,000 represents typical starting salaries and is a portion of the full pay range for the role.

Starting pay is determined based on several factors, including relevant experience, education, skills, and certifications. The full pay range is broader and is designed to provide employees with meaningful opportunities for salary growth as they develop their skills, increase proficiency, and advance in the role.

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, generous paid leave, and long-term financial security.

For more information, see Central Insurance Benefits.