Attention! Hard Working, Dedicated, Loyal, Honest & Professional Individuals...


Client Account Manager (CSR)

For Personal Lines Accounts

asterisk  About Us...  asterisk

We are a well-known Insurance Agency operating on the west side of Indianapolis since 1983. We do business throughout the ENTIRE state of Indiana and most of the Midwest. Thousands of clients depend on us to provide ‘Peace of Mind” knowing their insurance protection needs are being met.

We have partnered with more than 17 different insurance companies, allowing us to place coverage on a wide range of risks. As an independent agency, we represent our clients (NOT the insurance company) and work on our clients behalf “Shopping The Market” saving them BOTH time and money – helping them get excellent value for their insurance dollar.

We have 14 full-time Outstanding Team Members... some of whom have been with us for more than 15 years! We are family-founded, operate on family values and consider our team an extension of the family. We are one of the top producing insurance agencies in greater Indianapolis. We have a “Sales Culture” with a never-ending team focus on profitable growth. We have grown every year (even during the recession), and we will continue to grow at a fast pace.

As a direct result, the work volume is not light. Our culture is one of HIGH pressure, teamwork, fast paced and “results based”. At Merritt Hall Insurance, we run through our day THAT is why we are hiring more help.

About The Job...

Client Account Manager (CSR).  You will be responsible for assisting the personal lines department in providing service to clients by phone, fax, email and occasionally in person, which will include quoting and issuing new business and renewals. You must become familiar with carrier appetites, acceptable risk profiles and underwriter requirements.  Insurance P&C license is required, and you must have at least one year of experience servicing personal insurance accounts. You must be highly coachable, have ADVANCED computer and typing skills, be able to work independently under pressure and professional in appearance to qualify.100% In-House Position. Absolutely NO cold-calling or collections calls are involved.

Our hours of operation are Monday to Friday 8am to 4:30pm (you may occasionally be asked to work longer depending on workload). Up to one hour for lunch. Weekends off.

A P&C insurance license and at least 1 year of personal insurance experience are required. Experience with quoting home, auto, umbrella, boat, RV and other "toys" via comparitive raters is preferred. Regardless of experience, we will train and educate the successful candidate on Our Award-Winning Way of Doing Things’. Experience with agency management software systems (especially AMS360) a PLUS!

The successful candidate will begin on a 90-Day Probationary Period (the same for all team members) where you will be paid an hourly rate between $17.50 and $19.50 with NO benefits, paid sick time or paid vacation. Hourly rate is dependent on experience, knowledge base and skillset.

After successfully completing the 90-Day Probationary Period, you will meet with our company COO along with the Executive Committee for a discussion on your overall performance, strengths, weaknesses and areas of improvement moving forward. If we are satisfied with your performance you will become a FULL-time team member receiving benefits and paid vacation time. Your pay rate is based on the VALUE you bring to the agency.

We pay 100% of your health benefits and 50% of your dependent’s benefits. You pay the other 50%.

Why YOU Would Want To Work Here...

About You...

This is where you need to be REAL honest with yourself and think about whether this job is right for you. If in doubt, ask a trusted friend or family member if you are the right fit for this job. The first thing about you is that you should NOT just be interested in ‘punching a clock’ and getting a pay check – but in developing your skills and your career, and making a positive contribution to a business team and the community it serves. You understand the challenges of operating a small business and welcome them as valuable learning and growing opportunities. You understand what it is to be a HARD worker.  You LOVE helping people. Also, all applicants will undergo mandatory background and reference checks. We hate surprises.

So, are you still here, and reading? Great. We have more to share with you...

Your Skills...

You are computer literate and able to learn quickly under pressure. As “Client Account Manager (CSR)” focusing on new business, you are often one of the first team members a prospect meets or speaks with. A first impression is a LASTING impression therefore you MUST be professional in appearance, including how you speak and how you act. Exceptional verbal and written communication skills are a real asset.

Your Personality...

It matters. A lot. You are outgoing and confident, and you exude energy and enthusiasm. You will be communicating with carrier reps, underwriters and clients on the phone, by email and in person, so if you have ever been described as shy, quiet or introverted, this is probably NOT the job for you. You enjoy people, you enjoy talking to and helping people and you have a knack for motivating and inspiring them with your positive attitude. You are articulate. You have a good sense of humor and a cooperative attitude. You show kindness, patience and respect for others. You are ethical and honest even when no one is watching. You are punctual. You are able to take constructive criticism and correction without getting defensive or feeling “hurt” and discouraged. You look for solutions NOT excuses. You are an avid learner and extremely resourceful in finding solutions. You are a problem solver – NOT a problem reporter.

YOUR Professional Outlook and Ethic...

Since we will be paying you to work, this section is extremely important. You enjoy working and are grateful for opportunities to use your God-given talents and skills to make a positive influence and earn a living. You don’t view your job as an interruption of your life, but as a natural part of your life.

You understand you are not getting paid merely for being at work but for how you spend your time at work (ie. The value you bring to the business). You understand that the reason the business exists is to make a profit and ALL who work here (team members & owners) must make that their foremost priority. Otherwise, the business will not be able to pay or keep employees.

You are scrupulous about using the time you are getting paid, for the purposes of the business, and NOT for the purposes of your personal life (checking emails, texting, surfing the internet, smart phone apps, Facebook, Twitter, taking personal calls, etc.). Finally, you understand the small business owner faces risks every day the business is open, and will cooperate with the decisions the owner makes, whether they suit you or not.

We do not intend to be harsh, but rather to convey the accurate reality. We bust our tails at Merritt Hall Insurance, that’s why we need more help. We need someone who will be able to keep up with us. We don’t have the time nor do we enjoy micro-managing you. We will clearly set out our expectations and remind you if you forget or if you fail to meet them. We want you to be part of our team and not just a worker here. We want to give you autonomy, and we want to let you be free to do the work that you are getting paid to do and that you hopefully ENJOY doing.

Finally, Our ‘We Will NOT Tolerate List’...

This Job Is NOT For Everyone!

So, these are the ‘Facts of Life’ at Merritt Hall Insurance. If you are still reading and still interested in the ULTIMATE challenge of being an important player on a growing, fast-paced “Award-Winning” small business, then carefully follow the instructions below to “raise your hand” and let us know who you are.

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Please mail or email your resume to: Matt Hall, Merritt Hall Insurance

P.O. Box 421429,

Indianapolis, IN 46242

NOTE: Please do NOT call, fax or visit us at the office to inquire about this job. Simply send your resume as instructed. NOTE: If mailed, your resume will be going to a P.O. Box and no one will be present to sign for packages. Keep that in mind when selecting your method of delivery. We recommend using the U.S. Postal Service.

** Your resume should be accompanied by three (3) personal AND three (3) professional references.

Your resume should also be accompanied by a short essay (1 page or less) on your choice of ONE of the following two topics:

  1. Describe the person (present, past, dead, living) you most admire and why?
  2. Describe an experience that has been the MOST valuable to you and why?

NOTE: Applications without references (6) and a completed short essay will NOT be considered.

Deadline For Applicants is Friday, October 26th at 7pm

Thank you for your interest in joining our Award-Winning Insurance Protection Team!


Matt Hall, Merritt Hall Insurance, 2421 Production Drive, Indianapolis, IN 46241