Insurance Client Care Specialist - Policy & Claims Support

The Juris Agency; Columbia Township (MO); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Job summary

The Matthew Smith Agency located in Columbia, MO is seeking a Customer Service Representative to join the team and become the face of the agency, delivering enthusiastic, professional service to clients.

You will nurture client relationships, support policyholders' insurance needs, and collaborate with the sales team to provide tailored solutions while contributing to a positive, growth-oriented work environment.

Qualifications

• Active Missouri Property & Casualty license or willingness to obtain.
• Experience in customer service or insurance environment.
• Excellent verbal and written communication.
• Strong customer service orientation.
• Ability to work effectively in a team.
• Organizational and time-management skills.
• Familiarity with CRM systems.

Responsibilities

• Client Interaction: Engage with clients to understand their insurance needs and provide exemplary service, ensuring satisfaction and retention
• Query Resolution: Handle customer inquiries promptly and professionally, providing accurate information and resolving issues to the best of your ability
• Policy Updates: Assist clients with policy changes, cancellations, and any other adjustments they might need
• Claims Support: Guide clients through the process of filing claims, providing support and clarity at each step
• Record Management: Maintain accurate client records and document interactions according to company policy
• Team Collaboration: Work closely with the sales and management teams to ensure a seamless experience for clients

Skills

Customer service

Insurance knowledge

Licensing: Missouri P&C

CRM systems

Tools

CRM software

Job description

The Matthew Smith Agency located in Columbia, MO is seeking a Customer Service Representative to join the team and become the face of the agency, delivering enthusiastic, professional service to clients.

You will nurture client relationships, support policyholders' insurance needs, and collaborate with the sales team to provide tailored solutions while contributing to a positive, growth-oriented work environment.