Inside Sales & Client Relationship Specialist Insurance | Local Office

The Juris Agency; Cincinnati (OH); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Work from Home

Dental Insurance

Vision Insurance

Life Insurance

Job summary

The Buckman Agency in Ohio is seeking a motivated Inside Sales & Client Relationship Specialist to join our Cincinnati office. This role blends sales with client management, conducting insurance reviews, identifying changing needs, cross-selling opportunities, and recommending solutions to protect clients and their families.

We are willing to train for licensing for the right candidate who demonstrates strong sales ability, work ethic, and a desire to build a long-term career.

Qualifications

• Strong sales mindset and ability to build relationships.
• Confident communicating with clients by phone and in person.

Responsibilities

• Proactively connect with existing clients to conduct insurance and account reviews.
• Identify coverage gaps and cross-sell opportunities.
• Quote, present, and sell personal lines insurance products.
• Maintain an organized pipeline and follow up with clients and opportunities.

Job description

Job Description

The Buckman Agency is seeking a motivated, relationship-driven professional to join our Ohio office as an Inside Sales & Client Relationship Specialist.

This role combines sales with client relationship management. You will work with our established client base to conduct insurance reviews, identify changing needs, uncover additional coverage opportunities, and recommend solutions that help protect our clients and their families.

We are looking for someone who is confident communicating with people, motivated by goals and income potential, and comfortable taking initiative. The ideal candidate enjoys building relationships while also recognizing opportunities to grow accounts and ask for the business.

Insurance experience is not required. We are willing to train and support licensing for the right candidate who brings strong sales ability, work ethic, and a desire to build a long-term career.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off
• Work from Home
• Dental Insurance
• Vision Insurance
• Life Insurance

Responsibilities

Proactively connect with existing clients to conduct insurance and account reviews.

Identify coverage gaps, changing needs, cross-sell opportunities, and additional ways to protect clients.

Quote, present, and sell personal lines insurance products.

Turn everyday client conversations into sales opportunities by asking thoughtful questions and recommending appropriate solutions.

Build strong, long-term relationships that contribute to client retention, referrals, and account growth.

Consistently follow up with clients and prospective opportunities through phone, text, and email.

Work with clients considering cancellation or experiencing payment concerns to identify potential solutions and retain business when possible.

Help onboard new customers and ensure they have a strong introduction to our agency.

Assist clients with policy and coverage questions while identifying opportunities for additional protection.

Maintain an organized pipeline and take ownership of follow-up and results.

Work toward individual sales, retention, and activity goals.

Participate in ongoing training and coaching to continually improve insurance knowledge and sales performance.

Requirements

Strong sales mindset with a desire to achieve goals and increase earning potential.

Confident and comfortable initiating conversations with clients by phone.

Ability to build relationships while also recognizing and pursuing sales opportunities.

Strong communication, listening, and interpersonal skills.

Self-motivated, competitive, coachable, and accountable for results.

Comfortable asking questions, making recommendations, and asking for the business.

Organized with the ability to manage multiple clients, opportunities, and follow-up activities.

Ability to work effectively in a fast-paced, team-oriented office environment.

Previous sales, account management, banking, automotive, wireless, mortgage, hospitality, or other relationship-based sales experience is preferred.

Previous insurance experience is a plus, but not required.

Must be willing and able to obtain the required Ohio insurance license. Licensing support and training will be provided for the right candidate.