Senior Customer Service Representative

Job Description

Job Description

At J.M. Insurance & Financial Inc., we believe that insurance is about more than just numbers on a page—it is about the people and families we protect right here in Cincinnati. We are looking for a Senior Customer Service Representative who finds genuine satisfaction in turning a challenging question into a sense of relief and security. Our office is a place where we value thoughtfulness, kindness, and the ability to listen deeply to what our clients really need. You will be stepping into a vital role where your expertise will directly impact the well-being of our community. We are not interested in scripts or robotic interactions; we want you to bring your own voice and your desire to solve problems to the table. If you are someone who enjoys building lasting relationships and wants to grow your career within a supportive, stable, and deeply rooted local business, we would be thrilled to welcome you to our growing team.

Responsibilities

Act as the primary point of contact for our clients, addressing inquiries regarding their accounts and policies with warmth and clarity.

Perform detailed account reviews to ensure our clients have the coverage that best fits their evolving life stages.

Manage incoming requests through multiple channels, ensuring every client feels heard and valued.

Collaborate with our underwriting and sales teams to resolve complex coverage issues promptly.

Maintain accurate, real-time records in our internal systems to keep client profiles up to date.

Identify moments where we can provide additional educational resources or support to our policyholders.

Requirements

Professional experience in a high-volume client support or financial services role.

Solid understanding of insurance policy structures and basic financial products.

Strong command of written and spoken English for clear, concise communication.

High school diploma or equivalent.

Proficiency with industry-standard CRM platforms and Microsoft Office Suite.

Active Property and Casualty or Life and Health license is a plus.

Ability to navigate complex databases with accuracy and attention to detail.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities
• Work from Home
• Hands on Training