Personal Lines Account Manager / Customer Service Representative - Kathrens Insurance Agency

Welcome to Kathrens Insurance Agency! Our agency has a long, rich history, having been established by my grandparents. We are a close-knit, family-run business that takes pride in our Bowling Green roots. Our philosophy revolves around delivering exceptional service and treating our clients with the same kindness and regard we would wish for ourselves. We cherish diligence, and problem-solving abilities, and aspire to expand our agency by collaborating with customers who value the counsel of an independent local agent prioritizing wise advice over mere salesmanship.

We are currently seeking a full-time Licensed Insurance Customer Service Representative to join our team. The role requires excellent communication skills, both verbal and written, as you will be responsible for providing quality customer service to clients over the phone and email. You will also be required to process policy changes, answer inquiries, and resolve customer concerns in a timely and efficient manner. Candidates must be well-organized, detail-oriented, and able to work independently with minimal supervision. Depending on your experience, your base salary is $40,000 to $46,000 per year. With bonuses, may make up to $55,000 Per year.

Insurance experience is required to apply.

Salary Range: $45000.00 - $50000.00 per year

Annual Base Salary + Bonus Opportunities

Base Salary Based on Experience

Bonus Opportunities

Paid Time Off (PTO)

Accrued PTO

Mon-Fri Schedule

Holidays Off

Professional Development

Continuing Education Opportunities

Performance Bonuses

Retirement Plan

Equipment Provided

Paid Sick Leave

Evenings Off

Responsibilities

• Take care of the book of business
• Foster strong customer relationships and strive to enhance client retention and product loyalty.
• Engage in follow-up discussions with clients to ensure their satisfaction as you work towards closing the sale.
• Utilize various computer systems for daily transactions, process premium payments, review, update, and make changes to policies, handle claims, and process endorsements.
• Issue Insurance Documentation (COI, ID cards, etc.)
• Ensure consistent and prompt communication with clients to address their needs and concerns, thus maintaining retention standards.
• Shop renewals based on client updates and plans and current market conditions.

• Ohio Property and Casualty License required.
• 1+ years Insurance experience.
• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Handle various client interactions, policy inquiries, and administrative duties simultaneously, without compromising the quality of service.
• Act as a dedicated team player by fostering collaboration and supporting colleagues in delivering excellent service to clients.
• Establish ambitious renewal and service goals, continuously strive to exceed performance targets, and deliver exceptional results to clients.
• Demonstrate professionalism over the phone, in written communication, and within the office to foster a positive work environment and ensure effective communication.