The Goal We need someone to own the space between an incoming request and its resolution.

Success looks like:

Calls and emails are handled promptly, quotes aren't sitting unfinished, follow-ups happen before our competitors are finished quotes, client information stays organized streamlined with great documentation in our management system. Formation for quote requests Use comparative rating tools to review carrier options Prepare and send quotes Follow up on open quotes Customer service requests Part-time role to start with full time hours available with proven track record Flexible schedule with agreed availability during business hours

Hybrid:

Lewis Center office + work from home Plan for 1-2 consistent office days initially for training, collaboration, and learning agency processes, with greater flexibility as the person becomes established Potential to grow into a larger role and greater responsibility over time Insurance experience/licensing is a plus, but not required Crunelle Agency will cover the cost of obtaining an Ohio Property & Casualty license for the right person Opportunity for a compensation review as licensing and responsibilities grow plus bonus potential The role will be structured around agreed availability, responsibilities, and outcomes rather than a traditional set-shift position. What We Need Help With Client Service Answer and return inbound calls and emails Assist with client questions and service requests Gather information and make sure requests get to resolution Follow up on outstanding items Quotes

+ New Business Gather inmove clients from quote → follow-up → bind → issue Organization

+ Workflow Keep client records, notes, and tasks current Track outstanding documents and next steps Know what can be handled independently and what needs Jonathan Help keep agency systems and processes organized Who We're Looking For Someone who is: Warm, professional, and comfortable talking with clients Reliable, responsive, and naturally good at following through Organized and able to keep track of multiple moving pieces Proactive and able to identify the next step Comfortable working independently Able to shift priorities when things get busy Tech-comfortable and willing to learn Someone who cares about the client experience and takes ownership The workload can be unpredictable. Some days are busy with calls, quotes, and requests; others are quieter. We need someone who can handle both and use their time well without needing constant direction. Experience Insurance, account management, or customer service experience is helpful, especially experience with comparative raters or agency management systems. But finding the right person matters more. We're open to training someone with the right personality, work ethic, and skill set and helping them become licensed. What Crunelle Offers Established, family-owned independent insurance agency Competitive hourly rate based on experience Flexible, hybrid work environment Small team where your work makes a real impact Direct access to agency leadership Paid support toward insurance licensing Bonus potential Opportunity to learn the insurance business and grow into greater responsibility Potential for compensation growth as licensing, experience, and ownership of the role increase Expected hours: 15.0 - 40.0 per week

Work Location:

Hybrid remote in Lewis Center, OH 43035