Customer Service and Marketing (Scheduling appointments)

The Juris Agency; Wilburton (OK); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Flexible Schedule

Career Growth Opportunities

Mon-Fri Schedule

Hands on Training

Job summary

The Juris Agency is seeking a highly organized Customer Service Representative to support our Agency Producer. You will be the first contact for clients, handling inquiries, processing policy changes, and proactively managing the Producer's calendar to fill meetings with qualified prospects.

Responsibilities include answering calls and emails, assisting with routine account updates and billing questions, and scheduling client appointments. Flexible schedule and growth opportunities are offered.

Responsibilities

• Answer incoming calls, emails, and walk-in inquiries with a professional and welcoming demeanor.
• Assist clients with routine account updates, billing questions, and basic policy changes.
• Identify cross-selling and upselling opportunities during routine client interactions.
• Resolve customer complaints promptly, escalating complex issues to the Agency Producer.
• Manage the Agency Producer's daily, weekly, and monthly calendar.
• Schedule, reschedule, and confirm client appointments, policy reviews, and prospect meetings.
• Prepare necessary pre-meeting documents, files, and quotes for the Producer.
• Make outbound calls to existing clients to book annual insurance/financial review appointments.

Job description

Job Description

We are seeking a highly organized and personable Customer Service Representative to support our Agency Producer. In this dual role, you will be the first point of contact for our clients, handling inquiries, processing policy changes, and proactively managing the Producer's calendar. Your primary goal is to ensure world-class service while keeping the Producer's schedule filled with qualified client meetings.

Benefits

• Flexible Schedule
• Career Growth Opportunities
• Mon-Fri Schedule
• Hands on Training

Responsibilities

Answer incoming calls, emails, and walk-in inquiries with a professional and welcoming demeanor.Assist clients with routine account updates, billing questions, and basic policy changes.Identify cross-selling and upselling opportunities during routine client interactions.Resolve customer complaints promptly, escalating complex issues to the Agency Producer.

Manage the Agency Producer's daily, weekly, and monthly calendar.Schedule, reschedule, and confirm client appointments, policy reviews, and prospect meetings.Prepare necessary pre-meeting documents, files, and quotes for the Producer.Make outbound calls to existing clients to book annual insurance/financial review appointments.

Requirements

None