Insurance Client Service Specialist with Licensing Help

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 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.