Customer Service Specialist

The Juris Agency; Bend (OR); On-site; USD 38,000 - 52,000; 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, Oregon is seeking a dedicated Insurance Client Services Associate to provide frontline support, handle inquiries, and contribute to a team focused on service excellence.

You will process payments, schedule appointments, manage client records, and assist producers with the sales process while maintaining confidentiality and accuracy. The role emphasizes strong communication, a willingness to learn, and licensing steps within 45 days.

Qualifications

• Minimum 18 years old and able to pass a background check.
• Willing to obtain a state P&C license within 45 days.
• Comfortable using a computer and talking on the phone.
• Proficient with Word, Excel, Outlook, and a calculator.
• Excellent verbal and written communication; organized and punctual.
• Customer service experience preferred.

Responsibilities

• Serve as first responder for walk-ins and calls.
• Process payments, schedule appointments, update accounts.
• Make outbound calls to schedule sales appointments.
• Assist producers/agents and manage client records.
• Respond to questions and issues surrounding claims, enrollment, and rates.
• Resolve coverage questions and handle policy changes.
• Maintain client records and assist with renewals/audits.
• Pull files and help prepare for renewals/FFR.

Skills

Communication skills

Phone conversations

Customer service

Organization

Education

Property & Casualty license

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