Remote Personal Insurance Agent - Flexible Hours & Growth

Phelan Insurance Agency Inc; Versailles (OH); Remote; USD 35,000 - 48,000; Full time

Benefits offered by this job

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Tuition Reimbursement

Mon-Fri Schedule

Retirement Plan

Evenings Off

Career Growth Opportunities

Paid Time Off (PTO)

Job summary

Phelan Insurance Agency Inc is seeking a compassionate personal lines customer service representative to join our team from a remote setting. You will handle policy changes, document client interactions, and provide knowledgeable guidance on product options to meet client needs.

Ideal candidates demonstrate strong communication, problem-solving, and a team-oriented attitude, with a Property & Casualty license and a commitment to ongoing learning and service excellence.

Qualifications

• Willingness to learn, be coachable and proactive.
• Excellent verbal and written communication, interpersonal skills.
• Ability to multitask, follow-through and respond promptly.
• Strong customer-service orientation and empathy.
• Professional phone etiquette and relationship-building skills.

Responsibilities

• Process policy change requests for customers.
• Secure trailing documents from customers.
• Document customer contacts in the agency system.
• Maintain knowledge of new products and offerings.
• Provide exceptional customer service to clients.
• Follow up with clients to maintain relationships.
• Support client retention and loyalty through consistent service.
• Assist insureds with policy explanations and needs assessment.
• Explain policy options to prospective clients based on needs.
• Stay informed on market trends and best practices.

Skills

Customer service

Communication skills

Multi-tasking

Phone etiquette

Problem solving

Education

Property & Casualty license

Job description

Phelan Insurance Agency Inc is seeking a compassionate personal lines customer service representative to join our team from a remote setting. You will handle policy changes, document client interactions, and provide knowledgeable guidance on product options to meet client needs.

Ideal candidates demonstrate strong communication, problem-solving, and a team-oriented attitude, with a Property & Casualty license and a commitment to ongoing learning and service excellence.