Client Care Advisor - Insurance Services

The Juris Agency; Pittsfield (MA); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Parental Leave

Career Growth Opportunities

Job summary

The Juris Agency in Massachusetts seeks a friendly, team-oriented front desk coordinator to greet clients in person and over the phone. You will provide prompt, courteous service, log details in the agency management system, and support account managers with policy and billing inquiries.

The role requires strong communication, reliability, and the ability to multitask in a fast-paced environment with a Monday–Friday schedule and occasional travel within a 25-mile radius.

Qualifications

• Ability to learn insurance work methods and procedures.
• Ability to verbally effectively present information to clients, company, and agency staff.
• Be self-motivated, provide problem-solving capabilities and prioritize multiple tasks.
• Commitment to the company’s culture and established service standards.
• Ability to deal with and show discretion in confidential matters.

Responsibilities

• Answer incoming calls and emails promptly and professionally.
• Manage time effectively to minimize wait times and maximize productivity.
• Process policy changes for Account Managers.
• Resolve customer billing inquiries and service issues efficiently.
• Provide product, service, or policy information as needed.
• Log call details accurately in Agency Management system.
• Follow scripts or workflows when applicable.
• Escalate unresolved or complex issues to the appropriate department.
• Conduct outbound follow-up calls when necessary to ensure resolution.
• Notify customers of status updates, delays, or confirmations.
• Issue binders and proof of insurance to lenders.
• Backup to front desk coordinator during lunches and vacations.
• Take payments from clients and post them on company websites.
• Assist Account Managers as needed.
• Backup to other processors when they are out of the office.
• Projects for clean-up or update of the computer system as needed.
• Any other duties which are required by management.

Skills

Customer service

Communication

Self-motivation

Problem solving

Prioritization

Discretion

Adaptability

Teamwork

Education

High School Diploma

Tools

Agency Management System

Job description

The Juris Agency in Massachusetts seeks a friendly, team-oriented front desk coordinator to greet clients in person and over the phone. You will provide prompt, courteous service, log details in the agency management system, and support account managers with policy and billing inquiries.

The role requires strong communication, reliability, and the ability to multitask in a fast-paced environment with a Monday–Friday schedule and occasional travel within a 25-mile radius.