Customer Service Representative

The Juris Agency; San Francisco (CA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Mon-Fri schedule

PTO

Hands on Training

Career Growth Opportunities

Job summary

The Juris Agency in San Francisco is seeking a Customer Service Representative to deliver exceptional client service, process applications and payments, and schedule appointments. You will play a key role in identifying client needs and maintaining professional communication with customers.

Ideal candidates have strong phone etiquette, active listening, and multitasking abilities, with proficiency in Microsoft Office.

Qualifications

• Excellent phone etiquette and active listening are required.
• Customer Service experience is a plus.
• Ability to multitask, organize, and prioritize work.
• Extreme attention to detail and strong written/verbal skills.
• Fast learner and able to work under pressure to meet deadlines.
• Proficiency with Microsoft Office (Word, Excel).
• Energetic, team-oriented, and capable of inspiring clients and coworkers.
• Fluent in English; Cantonese/Mandarin a plus.

Responsibilities

• Process changes, applications, and payments with accuracy.
• Handle phone calls efficiently and answer questions.
• Generate leads by using sales techniques to enhance the customer service experience and up-sell.
• Identify clients' needs to achieve satisfaction.
• Communicate professionally with clients.
• Schedule client appointments.
• Email, file, and perform other ad hoc tasks as needed.

Skills

Phone etiquette

Active listening

Multitasking

Attention to detail

Written communication

Verbal communication

Team player

English proficiency

Cantonese/Mandarin (bonus)

Microsoft Office

Tools

Microsoft Word

Microsoft Excel

Job description

Job Description

If you are looking to work for a well-established, best in class insurance agency, then apply today because we are hiring! Come join an agency that is committed to helping our clients choose the best insurance coverage to meet their needs while providing every customer with the all-star service they deserve! If you are hard-working and empathetic then the role as Customer Service Representative is for you!

Benefits

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

Responsibilities

• Process changes, applications, and payments with accuracy
• Handle phone calls efficiently and answer questions
• Generate sales leads by utilizing sales techniques to enhance the customer service experience and up-sell
• Identify and assess client's needs to achieve satisfaction
• Communicate directly and professionally with clients
• Schedule client appointments
• Email, file, and other ad hoc tasks as needed

Requirements

• Excellent phone etiquette and active listening
• Customer Service experience a plus
• Ability to multitask, organize, and prioritize work
• Extreme attention to detail
• Strong written, verbal, and interpersonal skills
• Fast learner, able to multitask, and work well under pressure to meet deadlines
• Strong work ethic and a ''can do'' attitude (willing to go above and beyond the call of duty)
• Proficiency with Microsoft Office (Word, Excel)
• Energetic, a team player, and inspire clients and co-workers
• Inquisitiveness and the desire to continually learn and improve
• Proficient in English, conversational Cantonese/Mandarin a plus
• Must be authorized to work in the U.S. without sponsorship.