Insurance Sales & Customer Care Representative
Location: Westerville, OH | On-site | Full-Time
Position Overview
We are seeking a motivated, customer-focused Insurance Sales Representative to join an established insurance agency.
This role combines insurance sales, customer relationship management, and service. The ideal candidate has a strong understanding of personal lines insurance, enjoys engaging with customers, and is comfortable in a high-volume outbound sales environment.
Key Responsibilities
Make outbound calls to prospective and existing customers to generate new business and identify additional insurance needs.
Follow up with incoming leads and from other agency-provided sources.
Identify cross-selling opportunities across auto, home, life, and other insurance products.
Review customer policies, identify coverage gaps, and recommend appropriate solutions.
Handle inbound customer inquiries, provide policy information, and resolve concerns.
Build and maintain strong customer relationships through consistent communication and follow-up.
Maintain accurate customer records and documentation within agency systems.
Meet individual sales activity and production goals while following agency procedures and compliance guidelines.
Required Qualifications
Active Ohio Property & Casualty (Personal Lines/Auto & Fire) as well as Life and Health insurance license required
Previous experience in insurance sales or a related insurance environment.
Strong understanding of personal lines insurance products and coverage.
Comfortable making high-volume outbound calls and identifying sales opportunities.
Excellent communication, customer service, and relationship-building skills.
Strong organizational skills, attention to detail, and ability to manage multiple priorities.
Dependable, self-motivated, coachable, and adaptable to changing processes and technology.
Ideal Candidate
We're looking for someone who enjoys both sales and customer interaction. This is not a traditional administrative or customer service position. Success requires consistent outbound activity, the ability to recognize sales opportunities, and a commitment to helping customers make informed insurance decisions.