Customer Service Representative

The Juris Agency; Fort Worth (TX); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands-on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

The Juris Agency in Fort Worth, TX is seeking a full-time Customer Service Representative. You will exceed customer service standards for current clients and assist prospects who call in.

Role includes policy support, billing help, and upselling opportunities. Training will be provided to fit our office puzzle and ensure smooth client interactions within a growing team.

Qualifications

• Texas Property and Casualty License required.
• Experience in the insurance industry preferred.

Responsibilities

• Answer incoming customer calls, emails, and text messages.
• Assist clients with policy questions and coverage explanations.
• Process policy changes, endorsements, reinstatements, and cancellations.
• Provide billing assistance and payment information.
• Help customers obtain proof of insurance and other policy documents.
• Respond to customer concerns and resolve service issues.
• Maintain accurate customer records and document all interactions.
• Conduct annual policy reviews with existing clients.
• Explain renewal offers and premium changes.
• Identify coverage gaps and recommend appropriate solutions.
• Assist with customer retention efforts when policies are at risk of canceling.
• Offer additional products such as auto, home, umbrella, life, renters, recreational vehicle, and commercial insurance.
• Generate referrals from satisfied customers.
• Refer qualified opportunities to producers or agents when appropriate.
• Help round out accounts to improve protection and client retention.
• Assist customers with claim reporting.
• Serve as a liaison between the client and claims department.
• Provide updates and guidance throughout the claims process.
• Direct complex claim concerns to the appropriate claims professional.
• Verify policy information and underwriting requirements.
• Follow carrier compliance and documentation procedures.
• Maintain agency management system notes and records.
• Support marketing campaigns, renewals, and follow-up activities.
• Complete required training and licensing requirements.
• Deliver exceptional customer experiences.
• Increase household coverage through account reviews.
• Generate referrals.
• Support agency growth while maintaining compliance and service standards.

Job description

Job Description

Our office is quickly growing and we need someone who we can train to fit in our office puzzle! The position offered is full time. Our Customer Service Representative needs to exceed customer service standards to current clients while also assisting prospects as they call in.

Prior insurance experience

Property and Casualty licensed

Benefits

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

Responsibilities

Customer Service Duties

• Answer incoming customer calls, emails, and text messages.
• Assist clients with policy questions and coverage explanations.
• Process policy changes, endorsements, reinstatements, and cancellations.
• Provide billing assistance and payment information.
• Help customers obtain proof of insurance and other policy documents.
• Respond to customer concerns and resolve service issues.
• Maintain accurate customer records and document all interactions.

Policy Review & Retention

• Conduct annual policy reviews with existing clients.
• Explain renewal offers and premium changes.
• Identify coverage gaps and recommend appropriate solutions.
• Assist with customer retention efforts when policies are at risk of canceling.

Cross-Selling & Account Rounding

• Offer additional products such as auto, home, umbrella, life, renters, recreational vehicle, and commercial insurance.
• Generate referrals from satisfied customers.
• Refer qualified opportunities to producers or agents when appropriate.
• Help round out accounts to improve protection and client retention.

Claims Support

• Assist customers with claim reporting.
• Serve as a liaison between the client and claims department.
• Provide updates and guidance throughout the claims process.
• Direct complex claim concerns to the appropriate claims professional.

Administrative Duties

• Verify policy information and underwriting requirements.
• Follow carrier compliance and documentation procedures.
• Maintain agency management system notes and records.
• Support marketing campaigns, renewals, and follow-up activities.
• Complete required training and licensing requirements.

A Strong Farmers Agency CSR Is Often Expected To:

• Deliver exceptional customer experiences.

Retain existing business

• Increase household coverage through account reviews.
• Generate referrals.
• Support agency growth while maintaining compliance and service standards.

Requirements

Texas Property and Casualty License

Experience in the industry preferred