Client Experience & Retention Specialist

The Juris Agency; Riverside (CA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

PTO

Flexible Schedule

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Holidays Off

Weekends Off

Bonus Opportunities

Commission Opportunities

Supportive Team Environment

Company Events and Celebrations

Growth to licensed roles andLeadership

Job summary

The Juris Agency in Riverside, CA seeks a Client Service Specialist to deliver exceptional customer service while supporting Sales, Retention, and Service goals. You will be the primary contact for clients, strengthening relationships and resolving concerns to protect and grow client portfolios.

Ideal candidates are customer-focused, detail-oriented, proactive, and committed to a positive client experience within a collaborative team environment. Insurance know-how is a plus but not required.

Qualifications

• Strong customer service and communication skills.
• Detail-oriented and organized.
• Ability to multitask in a fast-paced environment.
• Proficient with computers and office software.
• Insurance experience preferred but not required.

Responsibilities

• Answer incoming calls and assist clients with policy questions and requests.
• Process policy changes, payments, endorsements, and service transactions.
• Assist clients with billing inquiries and claims support.
• Maintain accurate client records and documentation.
• Deliver prompt, professional, and friendly customer service.
• Conduct policy reviews and account checkups.
• Follow up with clients regarding renewals and retention opportunities.
• Identify coverage gaps and recommend appropriate solutions.
• Build long-term relationships that increase client loyalty and retention.
• Support agency retention goals and initiatives.
• Sales Support and lead management.
• Cross-sell and refer opportunities for Life, Auto, Home, Business, and other insurance products.
• Support agency marketing and sales campaigns.
• Identify opportunities to generate referrals and new business.
• Maintain agency systems and client records.
• Assist with office projects and operational initiatives.
• Support agency processes and workflows.
• Participate in training, team meetings, and professional development.

Skills

Customer service

Communication

Detail-oriented

Multitasking

Office software

Team spirit

Growth mindset

Positive attitude

Tools

Office software

Job description

The Juris Agency in Riverside, CA seeks a Client Service Specialist to deliver exceptional customer service while supporting Sales, Retention, and Service goals. You will be the primary contact for clients, strengthening relationships and resolving concerns to protect and grow client portfolios.

Ideal candidates are customer-focused, detail-oriented, proactive, and committed to a positive client experience within a collaborative team environment. Insurance know-how is a plus but not required.