Senior Customer Service Representative

At J.M. Insurance & Financial Inc., we believe that exceptional service is the cornerstone of trust and lasting relationships. Located right here in Cincinnati, Ohio, our office is a vibrant hub where dedicated professionals come together to support our community's financial well-being. We're not just another insurance and financial services company; we're a team that genuinely cares about making a positive impact on our clients' lives. As a Senior Customer Service Representative, you'll be at the forefront of this mission, acting as a friendly and knowledgeable guide for our clients. You'll have the opportunity to deepen your expertise, mentor newer team members, and play a key role in ensuring every client feels heard, valued, and well-supported. If you have a passion for helping people and a talent for clear communication, you'll find a welcoming and rewarding home with us.

Salary Range: $60000.00 - $72000.00 per year

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Work from Home

Hands on Training

Responsibilities

Serve as a primary point of contact for our valued clients, addressing inquiries and concerns with empathy and efficiency.

Provide detailed information about our insurance products and financial services, ensuring clients understand their options.

Resolve customer issues by investigating problems, identifying solutions, and guiding clients through the resolution process.

Process policy changes, updates, and new applications accurately and in a timely manner.

Collaborate with internal teams to ensure a seamless customer experience from start to finish.

Contribute to a positive and supportive team atmosphere, sharing knowledge and best practices.

Minimum 5 years of experience in a customer service role, with a preference for financial services or insurance.

Excellent communication skills, both written and verbal, with the ability to explain complex information clearly.

Demonstrated problem-solving abilities and a knack for finding effective solutions.

Proficiency in customer relationship management (CRM) software and standard office applications.

Ability to manage multiple tasks and prioritize effectively in a busy office environment.

A positive attitude and genuine desire to help others.

• A Property & Casualty insurance license is required.
• Strong communication skills, both oral and written.