Insurance Customer Service & Sales Account Representative- Farmers Insurance

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

Job Description

Do you enjoy helping people, solving problems, and building lasting relationships? Are you someone who takes pride in delivering exceptional customer service while identifying opportunities to better protect your clients?

Our Farmers Insurance agency is looking for a Customer Service & Sales Account Representative to join our growing team in Mentor, Ohio.

In this crucial role, you'll be the trusted point of contact for our clients—assisting with policy changes, answering coverage questions, resolving service requests, and providing an outstanding customer experience. As you build relationships with clients, you'll also identify opportunities to recommend additional insurance products that better protect their families, homes, businesses, and financial future.

If you're organized, personable, and motivated by helping others while earning additional income through referrals and cross-selling, we'd love to meet you.

About the Agency

As part of the Farmers Insurance family, our agency is known for delivering exceptional customer service while maintaining high performance standards and investing in our team members' success.

We combine the strength and stability of a nationally recognized insurance company with the personalized service of a local agency. Our team works in a collaborative, supportive environment where you'll receive ongoing training, coaching, and opportunities for career growth.

Benefits

• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Licensing Assistance
• Mentorship
• Evenings Off
• Weekends Off
• Holidays Off
• Bonus Opportunities
• Mentorship
• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Retirement Plan
• Flexible Schedule

Responsibilities

As a Customer Service & Sales Account Representative, you will:

• Provide outstanding customer service through phone, email, and in-person interactions.
• Assist clients with policy changes, billing questions, claims support, renewals, and general account servicing.
• Conduct proactive policy reviews to ensure clients have the right protection for their changing needs.
• Identify cross-selling opportunities by educating clients about additional insurance products, including Auto, Home, Life, Business, and Specialty insurance.
• Generate referrals through exceptional customer service and relationship building.
• Build long-term client relationships by delivering prompt, friendly, and professional service.
• Maintain accurate customer records and follow up on outstanding service requests.
• Stay current on insurance products, underwriting guidelines, and agency procedures.
• Contribute to individual and agency performance goals through a combination of excellent service and account growth.

Requirements

What We’re Looking For

We’re looking for someone who genuinely enjoys helping people and takes pride in creating an outstanding customer experience.

Qualified candidates should have:

• Previous customer service experience (insurance, banking, retail, hospitality, or other client-facing roles preferred).
• Sales experience or a willingness to develop sales skills through relationship-based conversations.
• Active Ohio Property & Casualty License (required before starting; licensing assistance may be available).
• Active Ohio Life & Health License (preferred or willingness to obtain).
• Series 6 license is a plus.
• Excellent communication, listening, and interpersonal skills.
• Strong organizational and problem-solving abilities.
• Ability to multitask in a fast-paced office environment.
• Self-motivated with the ability to work independently and as part of a team.
• Bilingual candidates are encouraged to apply.

Compensation & Benefits

When you join our team, you'll enjoy a supportive, high-energy workplace with opportunities for both personal and professional growth.

We offer:

Competitive base salary

Uncapped commission on cross-sales and new business

Performance-based bonuses

Paid time off

Flexible scheduling options (based on agency needs)

Ongoing training, mentorship, and professional development

Career advancement opportunities, including leadership and agency ownership pathways

The strength of a nationally recognized brand with the flexibility of a locally owned agency

Why Join Farmers Insurance?

This is more than a customer service position—it's an opportunity to build a long-term career with one of the most respected names in the insurance industry.

If you're passionate about helping people, enjoy building relationships, and want to be rewarded for both outstanding service and sales success, we'd love to hear from you.

***Assessment Required for Consideration***