Customer Service Specialist

The Juris Agency; Bend (OR); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Agency Training Program

Career Growth Opportunities

Mon-Fri Schedule

401 K Benefits

Paid Holidays

Sick + Vacation Time

Bonus Opportunities

Job summary

The Juris Agency in Bend, OR is seeking an enthusiastic individual to join our insurance service team. You will handle walk-ins, calls, and administrative tasks with a focus on client support and timely responses.

Key duties include processing payments, managing records, and assisting agents with the sales process. A state P&C license is required within 45 days; licensing costs are covered. Mon-Fri schedule and ongoing training are provided.

Qualifications

• Must be at least 18 years old.
• Ability to successfully complete a background check.
• Willingness to obtain at least a state P&C license within 45 days.
• Comfortable talking to people on the phone and using a computer.
• Proficient with Microsoft Word, Excel, Outlook and a calculator.
• Excellent communication skills both verbal and written.
• Organized, punctual and able to follow rules.
• Patient, respectful and trustworthy; able to keep client information confidential.

Responsibilities

• First responder for incoming service tasks (walk-ins, calls, etc.).
• Process payments, schedule appointments, update customer accounts, handle change requests and filings.
• Make outbound calls to schedule sales appointments for agents.
• Assist producers/agents in the sales process and manage tasks.
• Maintain client records and respond to questions about claims, enrollment and rates.
• Research and resolve coverage questions; perform commercial service tasks.
• Maintain relationships and follow up with clients as needed.
• Assist with audits and renewals; manage office inventory and supplies.

Skills

Communication skills

Customer service mindset

Learner mindset

Tools

Microsoft Word

Excel

Outlook

Calculator

Job description

Job Description

Are you ready to deepen your understanding of the insurance industry or start a new career in a recession proof industry. Office based work with a consistent schedule and the opportunity to work around child care or school schedules. This opportunity comes with an immersive, hands-on job training which gives you all the tools to be successful and achieve success through building relationships. We are looking for candidates with excellent communication skills and a deep need to help others. Must have strong ethics and ability to be a lifelong learner as the industry is always changing, providing new earning opportunities.

Benefits

• Agency Training Program
• Career Growth Opportunities
• Mon-Fri Schedule
• 401 K Benefits
• Paid Holidays
• Sick + Vacation Time
• Bonus Opportunities

Responsibilities

First responder for incoming service tasks (walk-ins, calls, etc.)

Perform service tasks (processing payments, scheduling appointments, updating customer account screens, taking a customer change request, filing, checking and contacting customers about alerts daily)

Make outbound phone calls to schedule sales appointments for our agents

Assisting producer/agent in the sales process to take tasks off their plate

Ensure client records are maintained and respond to client matters in a timely manner, including questions and issues surrounding claims, eligibility, enrollment, and rates

Research and resolve coverage questions

Perform commercial service tasks (commercial certificates, commercial renewal policy updates, non-renewals, cancellations and other policy changes, claim submissions)

Establish/continue customer relationships and follow up with customers, as needed

Ensure client records are maintained and keep track of outside lines renewals in excel doc.

Pull files and help producers/agents prepare for FFR or renewals

Assist commercial customers with audits when necessary

Maintain office inventory and supply order lists, communicate with office staff other needs

Requirements

Qualified applicants must be at least 18 years old, have the ability to successfully complete a background check, and must currently possess or be willing to obtain at least a state P&C insurance license within 45 days

License Required. Will pay for licensing.

Comfortable talking to people on the phone and using a computer

Proficient with Microsoft Word, Excel, Outlook and a calculator

Type quickly and accurately

Excellent communication skills both verbal and written

Organized, structured, punctual and will follow the rules

Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest, ability to keep customer information confidential is a must

Customer Service experience preferred

2 to 5 years of experience in the insurance industry along with a thorough understanding of all insurance coverages, underwriting and rating concepts is preferred