Insurance Client Care & Upsell Specialist

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

Benefits offered by this job

Monthly Health Stipend

Production-based bonuses

Paid time off

Paid Holidays

Professional Development

Mentorship

Job summary

COUNTRY Financial is seeking an Insurance Customer Service Rep in Warrenton, OR to accurately process policies and deliver exceptional client service. You will work with our team to handle inquiries, support quoting activities, and assist with daily administrative tasks.

The role emphasizes independent work, problem-solving, and building lasting client relationships within a supportive, mentorship-driven environment. A license is required and bonuses are production-based.

Qualifications

• Active Property & Casualty insurance license required.
• Prior insurance experience preferred.
• Customer service experience required.
• Strong critical thinking and problem-solving abilities.
• Excellent conflict resolution skills.
• Ability to work independently with minimal supervision.
• Professional communication and interpersonal skills.

Responsibilities

• Answer incoming client phone calls professionally.
• Process insurance data accurately and efficiently.
• Assist team members with daily administrative tasks.
• Provide backup support for customer service activities.
• Assist associates with quoting and policy support.
• Identify cross-sell and upsell opportunities during client interactions.

Skills

Customer service

Problem solving

Communication

Interpersonal skills

Independent work

Job description

COUNTRY Financial is seeking an Insurance Customer Service Rep in Warrenton, OR to accurately process policies and deliver exceptional client service. You will work with our team to handle inquiries, support quoting activities, and assist with daily administrative tasks.

The role emphasizes independent work, problem-solving, and building lasting client relationships within a supportive, mentorship-driven environment. A license is required and bonuses are production-based.