Customer Service Representative

The Juris Agency; San Dimas (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

PTO

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Job summary

The Juris Agency in California is seeking a Customer Service Representative to join our growing office. This full-time role offers training, no prior experience required, and a chance to support our current clients while assisting prospects over the phone.

You will handle policy changes, process payments, respond to inquiries, and help grow client relationships. A positive attitude, strong communication, and willingness to learn are essential; bilingual English/Spanish is a plus.

Qualifications

• No prior experience required; training provided.
• Strong communication and interpersonal skills.
• Ability to multi-task and stay organized.
• Coachable, self-motivated and proactive.
• Bilingual English/Spanish is beneficial.

Responsibilities

• Process customer policy change requests.
• Complete Evidence of Insurance requests.
• Take premium payments from customers.
• Ask for referrals and explain referral program.
• Verify contact details with customers and update information.
• Answer incoming phone calls on the first ring.
• Maintain knowledge of products and services.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Follow up to ensure satisfaction and assist sales.
• Schedule appointments for sales staff.
• Provide information about new products and services.
• Respond to inquiries, cancellations, and sales requests promptly.
• Attend training and continuing education courses.

Skills

Excellent communication

Multitasking

Self-motivated

Phone etiquette

Business writing/editing

Customer service

Team player

Bilingual English/Spanish (beneficial)

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.

No prior experience is necessary

Benefits

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

Responsibilities

• Process customer policy change requests.
• Complete Evidence of Insurance requests.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Maintain knowledge of new products and services.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Schedule appointments for sales staff to meet prospective customers.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Attend training and continuing education courses.

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Create relationships from a cold start.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Must be highly self-motivated.
• Professional phone etiquette.
• Exceptional Business Writing and Editing Skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Bilingual, fluent in both English and Spanish is beneficial.