Insurance Client Advisor – Training, Growth & Benefits

The Juris Agency; Cincinnati (OH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental Insurance

Vision Insurance

Hands-on Training

Career Growth Opportunities

Retirement Plan

Work-Life Balance

Job summary

Geoppinger Insurance Agency is seeking an Insurance Customer Service Representative to advise clients on property and casualty insurance and deliver a best-in-class experience. The role focuses on servicing existing accounts, supporting cross-sell objectives, and participating in education-driven sales with a collaborative team.

You will join a training-focused environment with strong support, hands-on development, and opportunities to grow within the agency as you build relationships and expand

Qualifications

• Active Property and Casualty license preferred, licensing assistance available.
• Proven success in insurance sales or customer service.
• Prior Allstate experience is a plus.
• Positive, self-driven, and coachable mindset.
• Strong communication and relationship-building skills.
• Desire for professional growth and career advancement.

Responsibilities

• Serve as the primary point of contact for clients and deliver exceptional service
• Educate clients on risks, coverage options, and solutions that fit their needs
• Execute agency sales strategies to meet performance goals
• Manage client accounts and ensure policies remain current and effective
• Build and maintain long-term client and referral relationships

Skills

Customer service

Sales

Communication

Relationship-building

Coachable

Licensing assistance

Job description

Geoppinger Insurance Agency is seeking an Insurance Customer Service Representative to advise clients on property and casualty insurance and deliver a best-in-class experience. The role focuses on servicing existing accounts, supporting cross-sell objectives, and participating in education-driven sales with a collaborative team.

You will join a training-focused environment with strong support, hands-on development, and opportunities to grow within the agency as you build relationships and expand