Licensed Customer service representative

Company: Lanzaretta Agency
Location: Willoughby
Posted on: February 17, 2026

Job Description:

Job Description Job Description Our local, family-owned agency is seeking a friendly, professional individual to be the welcoming face of our officeboth in person and over the phone. This role is ideal for someone who is highly customer-service oriented and comfortable identifying opportunities that strengthen client relationships, retention, and overall coverage. Qualifications: Minimum of 2 years of relevant insurance agency customer service experience. Strong communication and interpersonal skills Sales-minded approach with a strong service-first mentality Comfortable initiating conversations around coverage needs, including life insurance Highly organized, detail-oriented, and client-focused Were proud of our close-knit, community-focused environment and are looking for someone who shares our commitment to outstanding service and long-term client relationships. Benefits Annual Base Salary Commission Bonus Opportunities Paid Time Off (PTO) Health Insurance Hands on Training Mon-Fri Schedule Responsibilities Responsibilities include: Greeting and assisting clients in person and by phone Providing exceptional customer service to support client retention Handling cancellation call notifications Conducting renewal reviews with clients Identifying opportunities to cross-sell additional products and services Assisting with potential policy rewrites to better meet client needs Asking qualifying questions to identify life insurance needs and generating leads to refer to our Life Insurance Representative Supporting general administrative and miscellaneous customer service tasks as needed Requirements Qualifications: Active Property and casualty license Minimum of 2 years of relevant Insurance agency customer service experience Strong communication and interpersonal skills Sales-minded approach with a strong service-first mentality Comfortable initiating conversations around coverage needs, including life insurance Highly organized, detail-oriented, and client-focused

Keywords: Lanzaretta Agency, Mentor , Licensed Customer service representative, Sales , Willoughby, Ohio