Personal Lines CSR

Leavitt Group Midwest, a Leavitt Group affiliate, is seeking a Customer Service Representative to join our growing team in Zanesville, OH. This role focuses on supporting personal lines clients with knowledgeable, responsive service and helping them navigate their insurance needs.

Responsibilities

• Deliver outstanding customer service by answering inbound calls and responding 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.
• 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 by documenting all customer interactions and updating client records.
• Ensure data integrity by updating customer information and policy files.
• 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.

Requirements

• 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.

Benefits

• 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.