In-Person Insurance Client Services Assistant — Growth

The Juris Agency; Chicopee (MA); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Mon-Fri Schedule

Career Growth Opportunities

Job summary

First American Insurance Agency in Western Massachusetts is seeking an Assistant Client Service Representative for our Brimfield office. This in-person role supports clients with billing questions, policy changes, and account inquiries while delivering exceptional service.

We value energy, outgoing personalities, and strong communication and tech skills. This position offers full-time or part-time hours, with a Monday–Friday schedule and opportunities for career growth within our

Qualifications

• High school diploma or equivalent.
• Sales, marketing, or customer service experience.
• Experience with Applied EPIC and RMV/EVR is preferred.

Responsibilities

• Greet clients, answer and direct phone calls.
• Assist clients with billing questions and payment processing.
• Participate in the proactive account renewal process.
• Ensure that all account files are properly documented within our management system.
• Claim intake, reporting and follow up.
• Issue insurance binders and Registry documentation, to include processing EVR transactions.
• Input client-initiated policy changes.
• Collaborate and engage with all team members to provide superior customer service.

Skills

Customer service

Communication

Phone etiquette

Technology skills

Education

High school diploma or equivalent

Tools

Applied EPIC

RMV / EVR procedures

Job description

First American Insurance Agency in Western Massachusetts is seeking an Assistant Client Service Representative for our Brimfield office. This in-person role supports clients with billing questions, policy changes, and account inquiries while delivering exceptional service.

We value energy, outgoing personalities, and strong communication and tech skills. This position offers full-time or part-time hours, with a Monday–Friday schedule and opportunities for career growth within our