Insurance Client Advocate — In-Office Growth Role

The Juris Agency; Tacoma (WA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Tuition Reimbursement

Future Remote Possibility

Job summary

Julie Partridge Agency in Tacoma, WA is seeking an organized administrative support professional to join our growing team. The role handles policy changes, data verification, and customer inquiries while helping maintain electronic and physical files, ensuring timely follow-up and high customer satisfaction.

No prior experience is required but licensing will be required upon hire. We offer training, a Mon-Fri schedule, PTO, and opportunities for future remote work based on performance and growth.

Qualifications

• Insurance license or ability to obtain license.
• Must be able to clear background check, bondable and insurable.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to prioritize, multi-task, follow-thru and follow-up.
• Desire to exceed clients expectations.
• High attention to detail.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.

Responsibilities

• Process customer policy change requests accurately and timely.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Electronic file management.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Responds to all inquiries, cancellation requests, and sales requests promptly and efficiently.

Skills

Prioritization

Multitasking

Follow-through

Follow-up

Customer service

Positive attitude

Goal-oriented

Stress management

Job description

Julie Partridge Agency in Tacoma, WA is seeking an organized administrative support professional to join our growing team. The role handles policy changes, data verification, and customer inquiries while helping maintain electronic and physical files, ensuring timely follow-up and high customer satisfaction.

No prior experience is required but licensing will be required upon hire. We offer training, a Mon-Fri schedule, PTO, and opportunities for future remote work based on performance and growth.