Customer Service Representative

The Juris Agency; Lancaster (OH); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

PTO

Life Insurance

Mon-Fri Schedule

Retirement Plan

Licensing Assistance

Paid Holidays

Advancement Opportunities

Pay Raise Opportunities

Mentorship with Established Agent

Job summary

Bill Palmer Insurance in Lancaster, Ohio, is seeking a highly motivated Insurance Customer Service Representative to service current accounts and assist in new account production. The role emphasizes strong communication, self-starting initiative, and teamwork to provide prompt, high-quality service for clients.

Qualifications include an Ohio Property & Casualty Insurance License (or willingness to obtain), plus proficiency in Word and Excel.

Qualifications

• Proven experience in customer service.
• Strong verbal and written communication skills.
• Self-motivated with a proactive attitude.

Responsibilities

• Generate quotes and process changes to policies.
• Conduct service calls for designated accounts.
• Gather information and provide risk management recommendations for renewals.
• Obtain renewal information and complete renewal applications.
• Review accounts to identify opportunities for additional lines of coverage.

Skills

Customer service

Communication

Self-starter

Team player

Microsoft Word

Excel

Education

Ohio Property & Casualty Insurance license (or willingness to obtain)

Tools

MS Office

CRM software

Job description

Bill Palmer Insurance was founded in 1977 in Lancaster, Ohio. We are a full service independent insurance agency. We work with our clients to match-up the right company, product, and coverage for each situation. This is why we have been so successful. At Bill Palmer Insurance, integrity and respect are at the heart of everything we do to protect the community we live in and serve.

We are looking for a highly motivated, self-driven individual to bring on board as an Insurance Customer Service Representative. To be successful in this position you should be skilled at customer service, assertive and a self-starter. As a Customer Service Representative, you will service current accounts and assist in the production of new accounts. Effective communication through verbal and written presentations is essential in this role that will provide prompt, efficient, high-quality service for clients and support the workflow of the agency.

Benefits

• Paid Time Off (PTO)
• Life Insurance
• Mon-Fri Schedule
• Retirement Plan
• Licensing Assistance
• Paid Holidays
• Advancement Opportunities
• Pay Raise Opportunities
• Mentorship with Established Agent

Responsibilities

• Generate quotes, changes to existing coverage and/or new policies.
• Conduct service calls for designated accounts.
• Gather information and risk management recommendations for the renewal of designated accounts.
• Obtain renewal information from clients and complete applications for renewal business.
• Review existing accounts to determine if additional lines of insurance should be offered.

Requirements

• Licensing: Currently have your Ohio Property & Casualty Insurance License or willingness to get licensed.
• Career minded vision
• Excellent Communication/interpersonal skills.
• Be a great self-starter.
• Works well with employees and is a team player with a positive attitude.
• Proficiency in various software programs, including but not limited to Microsoft Word and Excel.
• Ability to multi-task.
• Passion to help others.