Customer Service Representative

The Juris Agency; North Muskegon (MI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Job summary

The Juris Agency in Michigan is seeking a friendly, trainable Customer Service Representative to join our growing team. The role focuses on exceeding client service standards and assisting prospects who call in, with a commitment to hands-on training and skill development.

You will greet customers, process policy changes, secure documents, document interactions in eAgent, and help identify new financial services opportunities while maintaining a positive, proactive attitude.

Qualifications

• Willingness to learn and adapt in a training-focused environment.
• Strong presentation and interpersonal skills for client interaction.
• Ability to handle policy changes and document actions accurately.

Responsibilities

• Process customer policy change requests.
• Secure all trailing documents from customers.
• Develop new financial services opportunities.
• Document each customer contact in eAgent.
• Immediately greet all customers entering the office.
• Return all phone messages promptly.

Skills

Great customer service skills

Problem-solving capabilities

Coachable and eager to learn

Positive and enthusiastic attitude

Excellent presentation skills

Education

Property & Casualty license

Tools

eAgent

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.

Benefits

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Hands on Training
• Mon-Fri Schedule

Responsibilities

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Develop new Financial Services opportunities.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Return all phone messages promptly.

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a fantastic presenter.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• A Property & Casualty insurance license is required.