Bill Palmer Insurance Inc is now hiring a Customer Service Representative
Job Overview
Bill Palmer Insurance was founded in 1977 in Lancaster, Ohio. We are a full service independent insurance agency. We work with our clients to match-up the right company, product, and coverage for each situation. This is why we have been so successful. At Bill Palmer Insurance, integrity and respect are at the heart of everything we do to protect the community we live in and serve.
We are looking for a highly motivated, self-driven individual to bring on board as an Insurance Customer Service Representative. To be successful in this position you should be skilled at customer service and assertive. As a Customer Service Representative, you will service current accounts and assist in the production of new accounts. Effective communication through verbal and written presentations is essential in this role that will provide prompt, efficient, high-quality service for clients and support the workflow of the agency.
Training is a supportive mix of observation and guided, hands-on learning. We foster a supportive and collaborative team culture beyond the training phase to insure an inclusive and cohesive team. We also offer a strong professional support system, creating a positive work-life balance, that includes plenty of PTO and paid holidays.
This is a moderately paced, collaborative work environment where there is always something new to learn. An integral part of this job is helping people and because of this, our agency proudly supports various events and organizations within our community, as well as local schools.
Salary Range: $40,000.00 – $55,000.00 per year
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Life Insurance
Mon-Fri Schedule
Retirement Plan
Licensing Assistance
Paid Holidays
Advancement Opportunities
Pay Raise Opportunities
Mentorship with Established Agent
Requirements
- Licensing: Currently have your Ohio Property & Casualty Insurance License or willingness to get licensed.
- Career minded vision
- Excellent Communication/interpersonal skills.
- Works well with employees and is a team player with a positive attitude.
- Proficiency in various software programs, including but not limited to Microsoft Word and Excel.
- Ability to multi-task.
- Passion to help others.
Responsibilities
- Generate quotes, changes to existing coverage and/or new policies.
- Conduct service calls for designated accounts.
- Gather information and risk management recommendations for the renewal of designated accounts.
- Obtain renewal information from clients and complete applications for renewal business.
- Review existing accounts to determine if additional lines of insurance should be offered.
About Us
Founded in 1977 and based in Lancaster, Ohio, Bill Palmer Insurance Inc. is a family-owned, independent insurance agency serving clients throughout the state. The firm acts as an intermediary for individuals and businesses, connecting them with various national insurance carriers to secure home, auto, farm, motorcycle, RV, commercial, and life insurance policies. By assessing the unique requirements of each client, the agency helps match specific coverage needs with appropriate products and insurance providers. With a focus on accessibility and personal service, the team manages policy renewals, generates quotes, and assists clients as an advocate during the claims process, ensuring they receive dedicated support for their financial and property protection needs.
Why Join Us
At Bill Palmer Insurance Inc, you will join a team that values direct communication and proactive problem-solving to protect our clients through every stage of their lives. We provide the mentorship and resources necessary for you to sharpen your expertise while collaborating on solutions that create genuine stability in our community. You are invited to take real ownership of your work here, knowing that your individual contributions directly shape the success of our clients and the integrity of our firm.