Licensed Customer service representative

Lanzaretta Allstate Agency

  • Willoughby, OH
  • 30+ days ago
  • $48,000–$70,000 Per Year

Highlights

This role is ideal for someone who is highly customer-service oriented and comfortable identifying opportunities that strengthen client relationships, retention, and overall coverage. Asking qualifying questions to identify life insurance needs and generating leads to refer to our Life Insurance Representative.

Numbers & Facts

LocationWilloughby, OH
Salary$48,000–$70,000 Per Year

Description

Our family-owned agency is seeking a friendly, professional to help assist our current clients. This role is ideal for someone who is highly customer-service oriented and comfortable identifying opportunities that strengthen client relationships, retention, and overall coverage.

Salary Range: $48000.00 - $70000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Hands on Training

Mon-Fri Schedule

Fun team environment

Promo's

Unlimited earning potential

Career Growth Opportunities


Responsibilities

Responsibilities include:

  • Providing exceptional customer service to support client retention
  • Handling cancellation call notifications
  • Conducting renewal reviews with clients
  • Identifying opportunities to cross-sell additional products and services
  • Assisting with potential policy rewrites to better meet client needs
  • Asking qualifying questions to identify life insurance needs and generating leads to refer to our Life Insurance Representative
  • Supporting general administrative and miscellaneous customer service tasks as needed

Requirements

Qualifications:

  • Active Property and casualty license
  • Relevant Insurance agency customer service experience
  • Strong communication and interpersonal skills
  • Sales-minded approach with a strong service-first mentality
  • Comfortable initiating conversations around coverage needs, including life insurance
  • Highly organized, detail-oriented, and client-focused

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