Insurance Customer Service Representative (Woods Agency)



Customer Service
west chester, oh, usa
Posted on Monday, March 13, 2023

Job Title: Insurance Customer Service Representative

Department/Agency: Woods Agency, Inc

Location: West Chester, OH

About Us:

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!

Job Summary:

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

  • Self-motivated

  • Detail oriented

  • Ability to work well with others in a team environment

  • Positive personality


  • A minimum of 1 year experience in Property & Casualty Insurance preferred


  • 401(k) matching

  • Dental insurance

  • Health insurance

  • Paid time off

  • Vision insurance

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 committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

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.