Customer Service Representative

Cleveland Office


  • Assist in managing the property, casualty, and management liability programs for assigned clients while providing excellent customer service.
  • Responsible for processing applications for insurance and handling service requests for clients according to established procedures.
  • Respond to routine telephone calls and correspondence in a prompt manner
  • Responsible for processing of certificates of insurance, automobile identification cards, endorsement changes, and policy review
  • Assist team members in the renewal and new business process including preparation of proposals.
  • Enter information and be comfortable using carrier on-line rating systems
  • Responsible for ensuring the Agency Management System (Applied Epic) is current and up to date.
  • Run reports from Agency Management System as requested and assigned.
  • Hold primary responsibility for invoicing and interacting with accounting group as needed.
  • Attend client meetings and carrier visits as needed.


  • Self-starter with excellent time management, adaptability, organizational skills and attention to detail.
  • Humbly confident with a genuine personality.
  • Understands importance of accountability to clients and co-workers.
  • Ability to deliver results, regardless of the situation.
  • Innovative.
  • Ability to maintain the highest level of confidentiality.
  • Present self in professional manner and able to interact with all levels of organization and outside contacts.
  • Excellent oral/presentation and written communication skills.
  • Strong computer skills – including Microsoft Office (Outlook, Word, Excel, and PowerPoint) and industry-specific computer software, such as Agency Management Systems.
  • Working knowledge of applicable laws, regulations and industry standards.
  • P&C license preferred.
  • 5+ years customer service experience preferred.

Please fill out the form below and upload a cover letter and a resume.

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