Insurance Customer Care Pro - Growth & Training

The Juris Agency; Beverly (MA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Paid training

Paid time off

Professional development assistance

Career advancement opportunities

Team events and incentives

Flexible Schedule

Life Insurance

Tuition Reimbursement

Hands-on Training

Job summary

The Juris Agency in Beverly, MA is seeking a friendly Customer Service Representative to be the first contact for clients, helping with policy changes, billing questions, claims support, and coverage reviews with outstanding service.

Join a fast-growing team dedicated to client success. The role offers paid training, ongoing coaching, and opportunities for career advancement, with a focus on accuracy, empathy, and building lasting relationships.

Qualifications

• High school diploma or equivalent.
• Property & Casualty license preferred or willingness to obtain after hire.
• Excellent verbal and written communication skills.
• Ability to multitask in a fast-paced environment.
• Legally authorized to work in the United States.

Responsibilities

• Greet clients in person, over the phone, and via email with professionalism and a positive attitude.
• Answer incoming calls and assist customers with policy questions, billing inquiries, payments, and general account needs.
• Process policy changes, endorsements, renewals, cancellations, reinstatements, and other service requests accurately and efficiently.
• Assist clients with the claims process by providing guidance and connecting them with the appropriate claims resources.
• Review customer accounts to ensure policies remain accurate and up to date.
• Identify opportunities to cross-sell or refer customers to licensed sales agents for additional insurance products.
• Schedule policy review appointments for producers and licensed agents.
• Maintain accurate customer records and document all client interactions in the agency management system.
• Follow up on outstanding customer requests to ensure timely resolution.

Skills

Excellent communication

Strong organizational

Multitasking

Customer-focused

Basic computer proficiency

Positive attitude

Education

High school diploma or equivalent

Tools

Agency management system

CRM systems

Microsoft Office

Job description

The Juris Agency in Beverly, MA is seeking a friendly Customer Service Representative to be the first contact for clients, helping with policy changes, billing questions, claims support, and coverage reviews with outstanding service.

Join a fast-growing team dedicated to client success. The role offers paid training, ongoing coaching, and opportunities for career advancement, with a focus on accuracy, empathy, and building lasting relationships.