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 and assertive. 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.

Training is a supportive mix of observation and guided, hands-on learning. We foster a supportive and collaborative team culture beyond the training phase to insure an inclusive and cohesive team. We also offer a strong professional support system, creating a positive work-life balance, that includes plenty of PTO and paid holidays.

This is a moderately paced, collaborative work environment where there is always something new to learn. An integral part of this job is helping people and because of this, our agency proudly supports various events and organizations within our community, as well as local schools.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Life Insurance

Mon-Fri Schedule

Retirement Plan

Licensing Assistance

Paid Holidays

Advancement Opportunities

Pay Raise Opportunities

Mentorship with Established Agent

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.
• 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.