Multi-Line Insurance & Financial Services Associate

Current Ins and Fin Svcs Inc; Toledo (OH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Performance bonus

Competitive salary

Flexible schedule

Advancement opportunities

Paid time off

Training & development

401(k) matching

Short-term disability

Life insurance

Job summary

Caramon Current Insurance & Financial Services in Toledo, OH is seeking a detail-oriented, customer-focused professional to join our team. You will communicate with clients, build relationships, and support daily office operations while advancing community outreach.

We value independent workers who stay motivated and seek growth. Prior insurance experience and licensing readiness are preferred, with strong support to obtain necessary state licenses as needed.

Qualifications

• Strong written and verbal communication abilities.
• Excellent organizational skills with attention to detail.
• Experience in customer service, business support, or insurance is preferred.
• Must be able to obtain state insurance licenses or hold them already.

Responsibilities

• Communicate with customers to understand their needs and provide product information.
• Develop relationships with new and existing customers across multiple product lines.
• Support daily office operations, documentation, scheduling, and follow-up activities.
• Participate in community marketing efforts to raise awareness.
• Maintain accurate records and ensure a consistent customer experience.
• Collaborate with team members to achieve office objectives.

Skills

Effective communication

Organizational skills

Detail oriented

Customer service experience

Licensing ability

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching

ABOUT OUR AGENCY:
I opened my agency in 2025 after spending the previous 5 years as a State Farm Agent team member, bringing firsthand experience and a strong understanding of what it takes to build a successful office from the ground up. I’m a graduate of the University of Toledo and was born and raised in Toledo, which makes supporting local businesses and the surrounding community especially important to me. Our team currently includes four members, and our office culture is built on trust, accountability, and doing the right thing — always.

We offer short-term disability and life insurance, a 401k, and a hiring bonus to support our team’s long-term stability. We’re looking for people with strong attention to detail, critical thinking skills, and the ability to work independently while being resourceful and motivated. This is an environment where you won’t be micromanaged, but you’ll always have support and guidance when you’re ready to grow and take the next step.

Location Address: Toledo, OH

At Caramon Current Insurance & Financial Services, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.

Responsibilities:

• Communicate with customers to understand their needs and provide available product information.
• Assist in developing relationships with new and existing customers across multiple product lines.
• Support daily office operations, including documentation, scheduling, and follow-up activities.
• Participate in marketing efforts to promote awareness within the community.
• Maintain accurate records and ensure a consistent customer experience.
• Collaborate with team members to achieve office objectives.

Qualifications:

• Effective written and verbal communication skills.
• Strong organizational abilities with attention to detail.
• Comfortable working in a fast-paced environment.
• Prior experience in customer service, business support, or insurance preferred.
• Must possess or be able to obtain necessary state insurance licenses.