Insurance Customer Service Representative, Property & Casualty
Overview
As an Insurance Customer Service Representative, you own the full service lifecycle for existing and new clients at Bill Palmer Insurance, a full-service independent agency founded in 1977. You will manage renewals, generate quotes, and issue policies using Microsoft Word and Excel, while collaborating with a team of licensed agents. This role offers mentorship with an established agent and clear paths to advancement, with Ohio Property Casualty Insurance License support if needed. You will directly contribute to client retention and agency growth in a stable, locally trusted firm.
What You'll Do7
- 1Generate quotes and process policy changes for new and existing clients, ensuring accurate coverage documentation.
- 2Conduct service calls for designated accounts to answer questions, resolve issues, and confirm satisfaction.
- 3Gather risk management data and recommendations for renewals, identifying coverage gaps or additional line needs.
- 4Collect renewal information from clients and complete applications, meeting deadlines for policy expiry.
- 5Review current accounts to recommend additional insurance products that align with client needs.
- 6Document all client interactions and policy updates in the agency management system, maintaining compliance standards.
- 7Support the agency workflow by assisting with new account production and contributing to team goals.
Requirements6
- 1Ohio Property Casualty Insurance License or willingness to obtain it with agency assistance.
- 21+ years of customer service experience, with strong verbal and written communication skills.
- 3Proficiency in Microsoft Word and Excel, including data entry and report generation.
- 4Self-starter who manages multiple tasks independently, prioritizing client needs effectively.
- 5Team player with a positive attitude, able to collaborate with colleagues and support agency workflows.
- 6Passion for helping others, with a career-minded vision and commitment to professional growth.
Salary Insight
$40 - $55k per year
Location
Required Skills
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