Customer Service Representative

The Juris Agency; Columbia Township (MO); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Job summary

The Matthew Smith Agency located in Columbia, MO is seeking a Customer Service Representative to join the team and become the face of the agency, delivering enthusiastic, professional service to clients.

You will nurture client relationships, support policyholders' insurance needs, and collaborate with the sales team to provide tailored solutions while contributing to a positive, growth-oriented work environment.

Qualifications

• Active Missouri Property & Casualty license or willingness to obtain.
• Experience in customer service or insurance environment.
• Excellent verbal and written communication.
• Strong customer service orientation.
• Ability to work effectively in a team.
• Organizational and time-management skills.
• Familiarity with CRM systems.

Responsibilities

• Client Interaction: Engage with clients to understand their insurance needs and provide exemplary service, ensuring satisfaction and retention
• Query Resolution: Handle customer inquiries promptly and professionally, providing accurate information and resolving issues to the best of your ability
• Policy Updates: Assist clients with policy changes, cancellations, and any other adjustments they might need
• Claims Support: Guide clients through the process of filing claims, providing support and clarity at each step
• Record Management: Maintain accurate client records and document interactions according to company policy
• Team Collaboration: Work closely with the sales and management teams to ensure a seamless experience for clients

Skills

Customer service

Insurance knowledge

Licensing: Missouri P&C

CRM systems

Tools

CRM software

Job description

Job Description

The Matthew Smith Agency located in Columbia, MO is looking for a Customer Service Representative to join the thriving agency! As a Customer Services Representative, you will serve as the face of our respected company, ensuring every client interaction is handled with enthusiasm, care, and professionalism. Our dedication to personalized service has helped us build a reputation as a trusted provider within the community.

Your role will be essential in nurturing client relationships and addressing policyholders' insurance needs. Collaborating closely with our sales team, you'll help deliver exceptional customer experiences and provide tailored insurance solutions. We take pride in fostering a supportive environment where employees can grow professionally while making meaningful contributions to our clients' peace of mind.

If you're passionate about customer interaction, have a positive attitude, and are eager to join a committed team, we invite you to explore this exciting opportunity with us. Bring your skills to a place where your contributions will be recognized and valued.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Hands on Training
• Career Growth Opportunities

Responsibilities

• Client Interaction: Engage with clients to understand their insurance needs and provide exemplary service, ensuring satisfaction and retention
• Query Resolution: Handle customer inquiries promptly and professionally, providing accurate information and resolving issues to the best of your ability
• Policy Updates: Assist clients with policy changes, cancellations, and any other adjustments they might need
• Claims Support: Guide clients through the process of filing claims, providing support and clarity at each step
• Record Management: Maintain accurate client records and document interactions according to company policy
• Team Collaboration: Work closely with the sales and management teams to ensure a seamless experience for clients

Requirements

• Licensing: Active Missouri Property & Casualty License or willingness to obtain (we will provide pre-licensing study materials)
• Experience: Previous experience in a customer service or insurance environment is essential
• Communication Skills: Excellent verbal and written communication skills are necessary
• Customer Service Orientation: Strong desire to provide exceptional service and exceed client expectations
• Problem-Solving: Ability to think critically and provide effective solutions to customer queries
• Team Collaboration: Must be a strong team player with a collaborative approach to work
• Organizational Skills: Excellent organizational and time management abilities to manage multiple tasks effectively
• Tech Proficiency: Familiarity with standard office software, including CRM systems, is beneficial