Client Services Specialist - Insurance, Mon-Fri, Growth

Selahi Insurance; San Jose (CA); Hybrid; USD 42,000 - 72,000; Full time

Benefits offered by this job

Paid Time Off

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Bonus Opportunities

Job summary

The Juris Agency in San Jose, CA is seeking a motivated customer service representative to help clients with policy questions, process requests, and deliver an outstanding experience. The role emphasizes organized, detail-oriented work and clear communication in a collaborative team environment.

Insurance experience is a plus, but we are willing to train the right candidate. A high school diploma is required, and multilingual abilities are a significant advantage.

Qualifications

• Experience in customer service or related roles.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational abilities.
• Basic understanding of insurance products preferred.
• Multilingual abilities are advantageous.
• On-site work at San Jose, CA.

Responsibilities

• Assist clients with policy questions and service requests
• Issue Certificates of Insurance (COIs)
• Process endorsements and policy changes
• Support our account managers and sales team
• Provide excellent client experience

Skills

Customer service experience

Strong communication skills

Organized and detail-oriented

Multilingual skills

Insurance basics

Teamwork

On-site work

Education

High school diploma

Additional certifications

Job description

The Juris Agency in San Jose, CA is seeking a motivated customer service representative to help clients with policy questions, process requests, and deliver an outstanding experience. The role emphasizes organized, detail-oriented work and clear communication in a collaborative team environment.

Insurance experience is a plus, but we are willing to train the right candidate. A high school diploma is required, and multilingual abilities are a significant advantage.