Insurance Customer Service & Growth Specialist

Patel Insurance Agency Inc; Brooklyn (OH); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Licensing support

401(k)

Bonus based on performance

Health insurance

Paid time off

Opportunity for advancement

Job summary

Patel Insurance Agency in Brooklyn, OH is seeking a Customer Service Representative to support existing customers, discuss insurance needs, and drive sales with commissions. The role blends service with opportunity to expand coverage and license opportunities.

Pre-licensing classes are provided, with licensing paid by the agency, and a path toward advancement. You will handle calls, assist with billing and policy changes, and conduct needs-based reviews to offer suitable life, auto, home, and

Qualifications

• Experience in customer service, sales, banking, retail, or hospitality preferred; insurance experience is a plus but is not required.

Responsibilities

• Handle incoming customer service calls, representing approximately 70% of your time.
• Assist customers with billing questions, policy changes, and initiating claims.
• Conduct needs-based reviews with existing customers and recommend appropriate insurance and financial products.
• Help existing auto and home insurance customers explore life, disability, and other coverage options.
• Build strong customer relationships through attentive service and consistent follow-through.

Skills

Customer service

Sales skills

Communication skills

Self-motivated

Licensing knowledge

Job description

Patel Insurance Agency in Brooklyn, OH is seeking a Customer Service Representative to support existing customers, discuss insurance needs, and drive sales with commissions. The role blends service with opportunity to expand coverage and license opportunities.

Pre-licensing classes are provided, with licensing paid by the agency, and a path toward advancement. You will handle calls, assist with billing and policy changes, and conduct needs-based reviews to offer suitable life, auto, home, and