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At J.M. Insurance & Financial Inc., we believe that insurance is ultimately about people. Based right here in the heart of Cincinnati, Ohio, our office serves as a hub where our neighbors come to find peace of mind and financial security. We are looking for someone to join our team who genuinely enjoys connecting with others and helping them navigate the details of their coverage. This isn't just about answering phones; it is about being the friendly voice that turns a stressful situation into a calm, resolved one. You will spend your days collaborating with a group of colleagues who value kindness and clear communication above all else. We pride ourselves on building a workspace that feels supportive and collaborative, where everyone has a hand in making our clients feel heard and respected. If you are someone who finds satisfaction in helping others succeed and wants to grow your career within a stable, family-oriented local business, we would love to welcome you into our office family.
Act as the primary point of contact for clients calling into the office, offering a warm welcome and direct assistance.
Manage incoming emails and phone inquiries with care, ensuring every question finds an answer.
Process routine policy updates and documentation changes to keep our records accurate.
Assist the wider team with scheduling appointments and preparing materials for client meetings.
Resolve client concerns by listening well and coordinating with the right internal partners to find a solution.
Maintain a tidy and welcoming office environment for both colleagues and visitors.
High school diploma or equivalent.
Strong comfort level with basic computer navigation and office software.
Clear and patient communication skills when speaking with clients.
Previous experience in a customer-facing or administrative role.
Ability to stay organized while handling multiple client inquiries.
A helpful and approachable demeanor that puts others at ease.