Insurance Customer Service Representative (Woods Agency)
Job Title: Insurance Customer Service Representative
Department/Agency: Woods Agency, Inc
Location: West Chester, OH
The Woods Agency is a full-service insurance agency that has been in business for over 30 years. We specialize in home, auto, and umbrella coverage - as well as commercial insurance and life insurance. We are a team-oriented office looking to find a positive, driven, and goal-oriented individual to join us!
The Personal Lines CSR will be the face of the office, greeting clients as they arrive, handling routine account service, taking phone calls, and checking mail. The position will also support Producers and Account Managers in writing new business and retaining renewals.
Position offers annual bonus based on Agency performance!
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, phone transfers, claims submissions, and billing clarification
Identify customer needs and provide appropriate solutions
Use multiple carrier websites and client management software simultaneously while on the phone with a customer
Use problem solving and critical thinking to resolve concerns
Build sustainable relationships of trust through open and interactive communication with customers
Keep record of customer interactions, process customer accounts, and appropriately electronically file documents
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
P&C license is not a must, but must be willing to obtain license within 3 months of start date
Excellent communication skills - written, verbal, and listening
Enthusiastic about the role
Ability to work well with others in a team environment
A minimum of 1 year experience in Property & Casualty Insurance preferred
Paid time off
Why Woods Agency?:
1) We offer Year-End Production Bonus'
2) We are a 30-year-old agency with a relaxed atmosphere
3) We have a great support team!
4) Located in a safe area with ample parking
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.