Customer Service Representative

Job Description

Job Description

Bill Palmer Insurance was founded in 1977 in Lancaster, Ohio. We are a full service independent insurance agency. We work with our clients to match-up the right company, product, and coverage for each situation. This is why we have been so successful. At Bill Palmer Insurance, integrity and respect are at the heart of everything we do to protect the community we live in and serve.

We are looking for a highly motivated, self-driven individual to bring on board as an Insurance Customer Service Representative. To be successful in this position you should be skilled at customer service, assertive and a self-starter. As a Customer Service Representative, you will service current accounts and assist in the production of new accounts. Effective communication through verbal and written presentations is essential in this role that will provide prompt, efficient, high-quality service for clients and support the workflow of the agency.

Responsibilities

• Generate quotes, changes to existing coverage and/or new policies.
• Conduct service calls for designated accounts.
• Gather information and risk management recommendations for the renewal of designated accounts.
• Obtain renewal information from clients and complete applications for renewal business.
• Review existing accounts to determine if additional lines of insurance should be offered.

Requirements

• Licensing: Currently have your Ohio Property Casualty Insurance License or willingness to get licensed.
• Career minded vision
• Excellent Communication/interpersonal skills.
• Be a great self-starter.
• Works well with employees and is a team player with a positive attitude.
• Proficiency in various software programs, including but not limited to Microsoft Word and Excel.
• Ability to multi-task.
• Passion to help others.

Benefits
Paid Time Off (PTO)###Life Insurance###Mon-Fri Schedule###Retirement Plan###Licensing Assistance###Paid Holidays###Advancement Opportunities###Pay Raise Opportunities###Mentorship with Established Agent###