New Job Opening: Generalist CSR in New Haven, OH

Job Description

CSR / Junior Producer Hybrid

Job Summary

Seeking a dedicated and adaptable Customer Service Representative (CSR) / Junior Producer to join a team. This role offers a unique opportunity to work in a collaborative, family-oriented environment where you can wear many hats and grow professionally. If you have a background in Property & Casualty (P&C) insurance and thrive in a supportive yet dynamic setting, we encourage you to apply.

Compensation Package

• New Haven Location: Base salary up to $50,000 + commissions on new business (2% of agency premium, paid one time).


• Wellington Location: Base salary up to $55,000 (absolute cap; $40,000–$50,000 preferred) + commissions on new business (2% of agency premium, paid one time).


• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

General Responsibilities:

• Quote and manage new/renewal business.


• Work with personal lines, commercial lines, and farm accounts.


• Utilize the EPIC agency management system to streamline workflows.


• Communicate effectively with clients and team members to ensure high-quality service.

Qualifications/Requirements

• Licenses/Certifications: Active P&C license required.


• Experience:
  
  
  
  • New Haven: Open to candidates with less than 5 years of experience; early-career professionals are encouraged to apply.
  
  
  • Wellington: Prefer candidates with more tenure due to the dynamic of the team.
  
  
  
  


• Technical Skills: Familiarity with EPIC or similar agency management systems (e.g., Hawksoft) is preferred but not required.


• Soft Skills:
  
  
  
  • Strong communication skills and willingness to engage in meaningful conversations.
  
  
  • Adaptability and comfort in wearing multiple hats.
  
  
  • Self-starter with a growth mindset.
  
  
  • Strong organizational skills to manage workflow volume.
  
  
  
  

#LI-CM1