Insurance Client Services & Growth Specialist

The Juris Agency; Mentor (OH); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Licensing Assistance

Mentorship

Evenings Off

Weekends Off

Holidays Off

Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Flexible Schedule

Job summary

The Juris Agency in Mentor, OH is seeking a Customer Service & Sales Account Representative to be the trusted contact for clients, handling policy changes, billing questions, and renewals while delivering excellent service. This role emphasizes cross-selling and building long-term relationships, with licensing assistance and ongoing training provided.

The team offers a collaborative environment and opportunities for career growth within Farmers Insurance.

Qualifications

• Experience in customer service, insurance, banking, retail, or related fields is preferred.
• Sales skills or willingness to develop through relationship-based conversations.
• Licensing required or readily obtainable for Ohio.
• Ability to work in a fast-paced office and multitask.

Responsibilities

• Provide outstanding customer service via phone, email, and in-person interactions.
• Assist clients with policy changes, billing questions, claims support, renewals and servicing.
• Conduct policy reviews to ensure adequate protection for changing needs.
• Identify cross-selling opportunities for Auto, Home, Life, Business, and Specialty insurance.
• Generate referrals through excellent service and relationship building.
• Maintain accurate customer records and follow up on outstanding requests.
• Stay updated on products, underwriting guidelines, and agency procedures.
• Contribute to team and agency performance goals through service and growth.

Skills

Communication skills

Listening skills

Interpersonal skills

Organizational skills

Problem-solving

Multitasking

Self-motivation

Bilingual

Education

Ohio Property & Casualty License

Ohio Life & Health License

Series 6 license

Job description

The Juris Agency in Mentor, OH is seeking a Customer Service & Sales Account Representative to be the trusted contact for clients, handling policy changes, billing questions, and renewals while delivering excellent service. This role emphasizes cross-selling and building long-term relationships, with licensing assistance and ongoing training provided.

The team offers a collaborative environment and opportunities for career growth within Farmers Insurance.