Multi-Line Insurance & Services Advisor

Matt Nance - State Farm Agent; Olde West Chester (OH); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Nance Insurance and Financial Services in West Chester, OH is seeking a Multiline Representative to help families protect what matters most. You’ll listen to clients, explain product options, and build lasting relationships with neighbors and small businesses.

This role emphasizes service, teamwork, and local community impact, with licensing support as needed. Prior insurance or customer-service experience is preferred, and licenses or the ability to obtain state licenses are required.

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.

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.

Skills

Customer service

Relationship building

Communication skills

Organizational skills

Education

Insurance licenses (or ability to obtain)

Job description

Nance Insurance and Financial Services in West Chester, OH is seeking a Multiline Representative to help families protect what matters most. You’ll listen to clients, explain product options, and build lasting relationships with neighbors and small businesses.

This role emphasizes service, teamwork, and local community impact, with licensing support as needed. Prior insurance or customer-service experience is preferred, and licenses or the ability to obtain state licenses are required.