Personal Lines CSR

Customer Service Representative

Leavitt Group Midwest, a Leavitt Group affiliate, is looking for a Customer Service Representative to join our growing team in Zanesville, OH.

If you enjoy helping others, solving problems, and building strong customer relationships, we'd love to hear from you.

As a Customer Service Representative, you'll support our personal lines clients by providing knowledgeable, responsive service and helping them navigate their insurance needs.

• Answer inbound customer service calls and respond to policyholder inquiries.
• Assist customers with policy changes, including adding, deleting, or replacing vehicles.
• Process coverage updates, lienholder and mortgagee changes, policy verifications, and payments.
• Address billing questions and provide accurate policy information.
• Resolve customer concerns professionally and efficiently.

• Assess customer requests to identify impacts on existing policies and coverages.
• Educate customers on coverage options and potential gaps in protection.
• Recommend solutions that help customers better manage and mitigate risk.
• Verify completed transactions and provide timely follow-up.

• Document all customer interactions and maintain accurate client records.
• Update customer information and policy files to ensure data integrity.
• Utilize agency technology and carrier systems to process transactions efficiently.
• Draft and send customer correspondence as needed.
• Support Account Managers and other team members with service-related activities.
• Assist with additional administrative and service responsibilities as assigned.

• Ohio Property & Casualty License, or the ability to obtain one within 60 days of hire.
• Strong verbal and written communication skills.
• Excellent customer service and relationship-building abilities.
• Detail-oriented with the ability to maintain compliance and documentation standards.
• Strong organizational and time-management skills.
• Dependable work ethic with the ability to complete tasks accurately and on time.
• Ability to learn and apply insurance products, carrier guidelines, and agency procedures.

• Competitive salary
• Quarterly performance-based bonus opportunities
• Career growth and professional development opportunities
• Health Insurance
• Dental & Vision Insurance
• 401(k) with matching employer contributions
• HSA & FSA
• Competitive PTO and company holidays
• Wellness Program