Job Title: Personal Insurance Client Concierge Service Team
Location: Canal Fulton, OH (Hybrid – In-Office & Remote)
Company: DiStefano Insurance
About Us:
At DiStefano Insurance, we’ve been serving the community with integrity and care since 1931. As a modern independent agency with deep roots, we’re known for delivering an exceptional client experience—and it all starts with our front-line team. If you’re organized, service-minded, and love helping others, we’d love to meet you!
Job Type:
- Full-time
- Hybrid (Office + Remote flexibility)
Compensation & Benefits:
- Competitive hourly wage
- Health insurance
- Paid time off
- 401(k) retirement plan
- Career growth opportunities in a team-first culture
What You’ll Do:
- Be the first point of contact for incoming calls, emails, and client needs
- Aim for first-call resolution by handling service tasks quickly and professionally
- Process auto ID cards, issue certificates, update mortgagee clauses, and more
- Assist clients with basic billing questions and promote EFT/ACH payment options
- Make courtesy calls for late payments to help prevent cancellations
- Warm transfer claim calls and follow up with underwriters as needed
- Review for cross-sell opportunities and pass leads to Account Managers or Sales
- Maintain updated client contact information and manage agency inboxes
- Encourage clients to leave Google reviews and participate in referral programs
What You Bring:
- Strong communication and customer service skills
- Ability to juggle multiple tasks in a fast-paced environment
- High attention to detail and follow-through
- Positive attitude and proactive mindset
- Experience in insurance or client-facing service roles is a plus, but not required
Our S.H.I.E.L.D. Core Values:
- Strength – We commit to excellence and resilience in every interaction
- Honor – We lead with integrity and mutual respect
- Innovation – We embrace technology to improve how we serve
- Excellence – We raise the bar on service and results
- Loyalty – We stay true to our mission, clients, and each other
- Dedication – We pursue growth—for ourselves and the agency
Why You’ll Love Working Here:
- Friendly, close-knit team that supports your growth
- Structured training with check-ins and performance feedback every 90 days
- A hybrid schedule that gives you flexibility and balance
- An opportunity to make a real impact on client satisfaction and agency success
Ready to deliver standout service in a role that really matters?
Apply today and join the DiStefano Insurance team as a Client Concierge!
Job Type: Full-time
Pay: From $38,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Customer service: 3 years (Preferred)
License/Certification:
- Property & Casualty License (Required)
Ability to Commute:
- Canal Fulton, OH 44614 (Preferred)
Work Location: Hybrid remote in Canal Fulton, OH 44614