Agency Services - Property​/Casualty Agent

Agency Services - Property/Casualty Agent

Job Category :
Business Operations

Requisition Number : AGENC
001603

• Posted :
  August 31, 2026
• Full-Time
• Hybrid

Showing 1 location

This Agent position serves as a liaison between Western Reserve Group, other Agency Services appointed carriers, and the contracted Western Reserve Group Agent, based upon contract type. This position is responsible for the handling of a variety of requests and resolving customer complaints for the customer on behalf of the contracted Agent. The Agent will manage commercial, farm and personal lines accounts as well as bond policies.

The Agent must have agency related or company related experience combined with insurance knowledge in the commercial, farm and personal lines of business. The Agent must secure and maintain a major lines property and casualty license for both resident and required non-resident(s) state(s).

Salary Grade (8) 49,041 - 61,032 - 73,562

The position is responsible for having strong customer related service skills and the fostering of team, departmental and company relationships, promoting positive agency, agent, and company relations. The Agent is also responsible for working with their team to achieve designated service standards. This role may also require performing job functions within other departments as assigned.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Others may be assigned.

Work within required Agency Services Management and Western Reserve Group Systems.

Maintain understanding of company/carrier lines of business and products.

Respond to and handle policies in which includes rating and data entry:

New business applications

Amendment Requests

Billing inquiries or questions

Bind, furnish or provide certificates of insurance, declarations, or

Quote Research Preparation and Completion

Cancellations/Non-Renewals

Ensure an accurate and timely product.

Seize opportunities to upsell products, coverage, or limits.

Handle all phone calls in a courteous and professional manner.

Help train new / existing employees on procedures, agency standards, quality control in coordination with the Supervisor.

Build sustainable relationships and engage customers by going the extra mile.

Identify customers’ needs, clarify information, research issues, and provide solutions and/or alternatives.

Troubleshoot and resolve problems that result from processing errors or system constraints in coordination with the Supervisor, the carrier/company, and Information Technologies Department.

Communicate via telephone, fax, electronic and written correspondence with agency, team, departmental and other Company personnel in a courteous and professional manner.

Assist with or complete other projects as assigned.

Demonstrate positive leadership skills, positive attitude and create a positive experience for the customers contacting Agency Services.

Maintain organization of digital files per guidelines.

Perform job functions of other areas of the Business Operations Department.

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Major Lines Property & Casualty Resident Agent License (must have or will obtain)

Excellent Verbal and Written Communication Skills

Ability to handle Multiple Tasks in a changing work environment

Excellent PC and Data Entry skills

Ambitious and Self-Motivated

Exceptional Interpersonal Communication Skills

Strong…