CSR - Not Yet Licensed

Location: Chardon Square, Hybrid or Remote. (In office is preferred.)
We have an ‘open office environment’ on the Square with plenty of windows.

Schedule: Full-Time or Part-Time

Entry level position. We’re seeking a personable, tech-savvy professional who values relationships and thrives in a client-focused environment. Insurance is a unique field, so prior experience is highly valued—but if you have the drive to learn and grow, we’ll helpyou become a knowledgeable insurance expert.

• Experience:
  
  Insurance experience not required.
• Education:
  
  College is acceptable but not essential; strong high school education is equally
  valued.
• Skills:
  • Outgoing personality, professionally persuasive.
  • Tech-forward mindset (comfortable with modern tools and systems)
  • Excellent verbal communication (we prefer talkers over texters!)
  • CPM Collaborate, Problem Solve, Mix.
• Duties:
  • Un-Licensed Service Associate
  • Client facing role.
  • Handling premium changes, billing issues, process policy changes, proofs of insurance.
  • Receptionist, office assistant, EZ Lynx rater, Epic AMS data entry.
• Personality:
  Kind, nice, polite - someone who smiles when they talk.
• Qualities:
  • Desire to become a licensed account manager.
  • Commitment to integrity, teamwork, professionalism and family.

• Unlimited earning potential. Competitive base + performance bonuses—your success drives your income
• Health Insurance:
  None. Sorry.
• Pay basis:
  Starting wage $17-$20 for inexperienced non-licensed
• $18 - $25 for licensed CSR.+ Bonus.

You’ll be part of a supportive team that values honesty, collaboration, and doing good for our clients. This is a first-generation business with 35 years of history in Geauga County. We have the best clients—and we need you to help take care of them. If you’re ready to build lasting relationships and make a meaningful impact,we’d love to meet you.

Paid training, flexible schedule, growth opportunities. Ready to start? Email us at  .