Insurance CSR — Flexible Schedule & Growth

Pelfreyinsurance; Westerville (OH); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

License Reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Anthony Pelfrey - State Farm Agent is looking for a Customer Service Representative to join their team in Westerville, Ohio. You will provide exceptional customer experiences, assist with inquiries, and support community needs. Strong communication and detail-oriented skills are vital.

This role offers opportunities for internal growth for those who are driven and sales-minded. The position includes various benefits, such as license reimbursement, health insurance, and a flexible schedule.

Qualifications

• Strong communication and interpersonal skills are essential.
• Detail-oriented and able to handle multiple tasks efficiently.
• Previous experience in customer service is preferred.

Responsibilities

• Answer customer inquiries and provide policy information.
• Assist customers with policy changes and updates.
• Process insurance claims and follow up with customers.
• Maintain accurate records of customer interactions.

Skills

Communication and interpersonal skills

Detail-oriented

Multitasking

Customer service experience

Job description

Benefits:

• License Reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:
I opened my agency in 2019 and currently lead a team of three. Before becoming an agent with State Farm, I was an aspirant team member preparing for agency ownership. Prior to insurance, I owned and operated a veterinary hospital for 14 years, building it from the ground up, and also ran a consulting firm focused on helping small businesses grow and succeed.

I’m married and a proud father of four, and family is extremely important to me. My wife is a psychiatric nurse practitioner, so mental health and maintaining balance are values we take seriously both personally and professionally. I stay very active in the local community through involvement with the Chamber of Commerce and enjoy building strong relationships within the area we serve.

Our office is located in a beautiful 100-year-old home in a historic town, which gives the agency a unique and welcoming atmosphere. We offer flexible scheduling, PTO, health insurance options, licensing reimbursement, and multiple bonus opportunities. Work-life balance is important to me, and I believe in giving people flexibility as long as responsibilities are handled and goals are met.

Our culture is fast-paced, friendly, and relationship-focused. I’m looking for someone with a strong work ethic who enjoys working with people, is comfortable meeting customers face-to-face, and can adapt to different personalities and situations. If you’re someone who is motivated, personable, and wants to be part of a supportive and growing agency, this could be a great fit for you.

ROLE DESCRIPTION:

As a Customer Service Representative - State Farm Agent Team Member with Anthony Pelfrey - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.

We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.

RESPONSIBILITIES:

• Answer customer inquiries and provide policy information.
• Assist customers with policy changes and updates.
• Process insurance claims and follow up with customers.
• Maintain accurate records of customer interactions.

QUALIFICATIONS:

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Previous customer service experience preferred.