Client-First Insurance Advisor

The Juris Agency; Bellingham (WA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

The Juris Agency in Washington state is seeking a client relationship specialist dedicated to building trust and delivering a personal, non-transactional experience. You will be the friendly voice clients rely on, turning everyday conversations into meaningful connections.

In this role you will nurture long-term loyalty, schedule reviews, onboard new clients, and support community engagement. Strong communication, warmth, and a proactive mindset are essential to helping clients feel valued.

Qualifications

• Enjoys talking to people and building relationships.
• Naturally warm, friendly, and personable.
• Strong communication skills (phone, text, and in-person).
• High emotional intelligence and ability to connect authentically.
• Gets energy from conversations and regular interaction.
• Is proactive rather than reactive.

Responsibilities

• Build Meaningful Client Relationships: Make proactive outreach calls and send personalized messages to clients; Check in regularly—especially when there is no immediate need; Capture, remember, and follow up on personal details and life events; Create genuine, human conversations that go beyond insurance.
• Strengthen Client Retention & Loyalty: Reconnect with past or inactive clients; Follow up after key moments (claims, policy changes, life updates); Create positive, memorable interactions that build long-term loyalty; Help clients feel known, not just serviced.
• Support Review Appointments: Proactively reach out to schedule and remind clients of account review meetings; Position reviews as valuable, helpful conversations—not obligations; Ensure clients feel comfortable, prepared, and excited to connect; Help maintain a consistent cadence of reviews across the client base.
• Deliver an Exceptional New Client Experience: Welcome new clients with a personal call, message, or handwritten note; Set clear expectations for what working with the agency looks like; Schedule and support 60-day follow-up reviews; Create a smooth, friendly, and confidence-building onboarding experience.
• Contribute to Community & Client Engagement: Assist with client appreciation initiatives and events; Support outreach efforts that strengthen the agency's community presence; Create moments that make clients feel connected beyond transactions; Help bring the "relationship-first" experience to life externally.
• Policy Servicing: Processing policy changes; Quoting new policies; Issuing new policies; Payment Processing.

Skills

Communication skills

Relationship building

People skills

Emotional intelligence

Proactive attitude

Curiosity

Active listening

Interpersonal communication

Education

Insurance license on onboarding

Job description

The Juris Agency in Washington state is seeking a client relationship specialist dedicated to building trust and delivering a personal, non-transactional experience. You will be the friendly voice clients rely on, turning everyday conversations into meaningful connections.

In this role you will nurture long-term loyalty, schedule reviews, onboard new clients, and support community engagement. Strong communication, warmth, and a proactive mindset are essential to helping clients feel valued.