Insurance Client Services Specialist (On-Site)

Selahi Insurance & Financial Group; Los Alamitos (CA); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

PTO

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Bonus Opportunities

Job summary

The Juris Agency is seeking a customer service representative to assist clients with policy questions and service requests at our San Jose, CA office. You will issue COIs, process endorsements, and support account managers while delivering an exceptional client experience.

Ideal candidates have strong communication skills, are organized, and can manage multiple relationships in a team-oriented environment. Insurance knowledge is a plus, bilingual abilities are a bonus, and a high school diploma

Qualifications

• Strong customer service, communication and organizational skills.
• Ability to maintain high standards of customer satisfaction.
• Proficiency in building relationships and delivering excellent service.

Responsibilities

• Assist clients with policy questions and service requests.
• Issue Certificates of Insurance (COIs) and process endorsements.
• Support account managers and sales team; provide outstanding client experience.

Skills

Customer service

Communication

Organization

Multilingual

Education

High school diploma or equivalent

Job description

The Juris Agency is seeking a customer service representative to assist clients with policy questions and service requests at our San Jose, CA office. You will issue COIs, process endorsements, and support account managers while delivering an exceptional client experience.

Ideal candidates have strong communication skills, are organized, and can manage multiple relationships in a team-oriented environment. Insurance knowledge is a plus, bilingual abilities are a bonus, and a high school diploma