Client Services Representative

Bologna Insurance Agency; Copley Township (OH); On-site; USD 2,066,000 - 3,031,000; Part time

Job summary

Bologna Insurance Agency is seeking a part-time Client Service Representative to join our growing team. You will support clients and our internal team, coordinating communications, administering files, and assisting with policy documentation.

The ideal candidate has experience in insurance, benefits, or HR administration, is organized and detail-oriented, and communicates professionally. Training and development opportunities are available.

Qualifications

• Previous insurance industry experience preferred.
• Experience with employee benefits or HR administration is a strong plus.
• Excellent organizational skills and attention to detail.
• Clear, friendly, and professional communication.

Responsibilities

• Assist with client communications, service requests, and follow-ups.
• Manage calendars, coordinate schedules, and arrange meetings.
• Maintain accurate and well-organized digital and physical files.
• Assist with quoting, applications, renewals, and policy documentation.
• Help prepare and maintain client documents and records.
• Enter and maintain accurate information in CRM platforms and databases.
• Support day-to-day client service needs and administrative tasks.
• Ensure client requests are handled promptly and professionally.
• Learn our systems and processes with increasing responsibility.

Skills

Insurance industry

Employee benefits

Group health insurance

HR administration

Microsoft Office

Education

Associate degree preferred

Bachelor’s degree preferred

Job description

Client Service Representative — Part-Time

Join a Growing Insurance Brokerage and Become an Important Part of Our Team

We are a growing insurance brokerage looking for areliable, organized, and motivated Client Service Representativeto join our team on a part-time basis.

This is an excellent opportunity for someone who enjoys working with people, takes pride in doing things well, stays organized, and wants to build valuable experience in a professional insurance environment. You’ll work closely with our team and play an important role in helping us provide an exceptional experience for our clients.

The ideal candidate has prior experience in theinsurance industry, employee benefits, group health insurance, or Human Resources, particularly in a client service or administrative capacity. That experience is strongly preferred, but we are also willing to train the right person. We valueprofessionalism, initiative, reliability, attention to detail, and a genuine willingness to learn.

What You’ll Do

You’ll have a hands-on role supporting our clients and internal team, including:

• Assist with client communications, service requests, and follow-ups
• Manage calendars, coordinate schedules, and arrange meetings
• Maintain accurate and well-organized digital and physical files
• Assist with quoting, applications, renewals, and policy documentation
• Help prepare and maintain client documents and insurance records
• Enter and maintain accurate information in CRM platforms, databases, and other technology systems
• Assist with day-to-day client service needs and administrative tasks
• Help ensure client requests are handled promptly, accurately, and professionally
• Learn our systems, processes, and insurance business with increasing responsibility over time

What We’re Looking For

We’re looking for someone who isorganized, dependable, personable, professional, and eager to contribute.

The ideal candidate will have:

• Previous insurance industry experience preferred
• Experience withemployee benefits, group health insurance, or HR administrationis a strong plus
• Excellent organizational skills and exceptional attention to detail
• Clear, friendly, and professional communication skills
• A genuine interest in providing excellent client service
• The ability to manage multiple priorities and follow through on responsibilities
• Comfort learning new technology, software, and processes
• Proficiency with Microsoft Office
• The ability to work independently after training while knowing when to ask questions
• A positive attitude and strong work ethic
• A desire to learn and grow with a successful, expanding organization

Associate or Bachelor’s degree preferred, but not required.

Why Join Us?

We’re not simply looking for someone to fill a part-time position. We’re looking forsomeone who wants to become a valued member of our team and play an important role in the client experience.

As our brokerage continues to grow, there will be opportunities to take on additional responsibilities, develop new skills, deepen your knowledge of the insurance business, and grow professionally. For the right person, this position can be along-term opportunity with increasing responsibility and advancement potential.

If you are dependable, detail-oriented, personable, and excited to learn, we would love to hear from you.

Part-Time | Client-Focused Environment | Training & Development | Opportunity for Long-Term Growth