About the Role
We’re an independent insurance agency looking for a detail‑driven, people‑focused professional to support our book of business. This role blends customer service, data entry, and policy support—ideal for someone who enjoys helping clients, staying organized, and working in a fast‑paced environment.
What You’ll Do
- Provide friendly, professional customer service via phone, email, and in‑person interactions.
- Enter and maintain accurate policy data, endorsements, and documentation in agency management systems.
- Assist clients with billing questions, ID cards, certificates, and basic policy servicing.
- Support agents with quoting, renewals, and underwriting requirements.
- Maintain organized digital files and follow agency compliance standards.
- Communicate with carriers to process changes, request information, and resolve issues.
What We’re Looking For
- Experience in insurance, customer service, or administrative/data entry roles.
- Strong attention to detail and accuracy—especially when entering policy data.
- Excellent communication skills and a customer‑first mindset.
- Ability to multitask, prioritize, and stay organized.
- Comfort working with computers, management systems, and digital workflows.
- A positive attitude and willingness to learn insurance processes and terminology.
- Farming knowledge or background helpful but not required.
Preferred Qualifications
- Strong Customer Service and Data Entry experience
- Experience with Applied Epic, HawkSoft, or similar systems a plus
- Ohio P&C license (must be willing to obtain within 90 days of hire) required.
What We Offer
- Competitive pay based on experience.
- Training and support to grow your insurance knowledge.
- A collaborative, friendly team environment.
Benefits:
- Health insurance
- On-the-job training
- Paid time off
- Professional development assistance
Education:
- High school or equivalent (Required)
Work Location: In person
