Personal Lines CSR
Role Overview
As a Personal Lines CSR at Leavitt Group, you will handle inbound calls, assist with policy changes, process payments, and resolve customer inquiries. This is a mid-level, client-facing role where you'll educate clients on coverage options and maintain accurate records. Your impact will be ensuring customer satisfaction and supporting the agency's service operations.
Perks & Benefits
Leavitt Group offers competitive salary and quarterly performance bonuses. Benefits include health, dental, vision insurance, 401(k) with match, HSA/FSA, and generous PTO. The role is remote but based in Zanesville, OH, likely requiring US work authorization and standard business hours. Career growth and professional development opportunities are available.
Full Job Description
Customer Service Representative
Leavitt Group Midwest, a Leavitt Group affiliate, is looking for a Customer Service Representative to join our growing team in Zanesville, OH.
If you enjoy helping others, solving problems, and building strong customer relationships, we'd love to hear from you.
What You'll Do
As a Customer Service Representative, you'll support our personal lines clients by providing knowledgeable, responsive service and helping them navigate their insurance needs.
Deliver Outstanding Customer Service
Answer inbound customer service calls and respond to policyholder inquiries.
Assist customers with policy changes, including adding, deleting, or replacing vehicles.
Process coverage updates, lienholder and mortgagee changes, policy verifications, and payments.
Address billing questions and provide accurate policy information.
Resolve customer concerns professionally and efficiently.
Support and Educate Clients
Assess customer requests to identify impacts on existing policies and coverages.
Educate customers on coverage options and potential gaps in protection.
Recommend solutions that help customers better manage and mitigate risk.
Verify completed transactions and provide timely follow-up.
Maintain Accurate Records and Agency Operations
Document all customer interactions and maintain accurate client records.
Update customer information and policy files to ensure data integrity.
Utilize agency technology and carrier systems to process transactions efficiently.
Draft and send customer correspondence as needed.
Support Account Managers and other team members with service-related activities.
Assist with additional administrative and service responsibilities as assigned.
What You'll Bring
Ohio Property & Casualty License, or the ability to obtain one within 60 days of hire.
Strong verbal and written communication skills.
Excellent customer service and relationship-building abilities.
Detail-oriented with the ability to maintain compliance and documentation standards.
Strong organizational and time-management skills.
Dependable work ethic with the ability to complete tasks accurately and on time.
Ability to learn and apply insurance products, carrier guidelines, and agency procedures.
What We Offer
Competitive salary
Quarterly performance-based bonus opportunities
Career growth and professional development opportunities
Health Insurance
Dental & Vision Insurance
401(k) with matching employer contributions
HSA & FSA
Competitive PTO and company holidays
Wellness Program
As a national company, Leavitt Group is one of the largest privately held insurance brokerages in the nation, with over 275 locations across 28 states. We provide commercial and personal insurance solutions that help individuals and businesses manage risk and protect their future. Our agencies have access to top insurance markets and maintain strong carrier partnerships, allowing us to deliver exceptional value to our clients.
We are always looking for talented individuals who want to build a meaningful career and grow with us.
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