Insurance Customer Service Representative

The Juris Agency; Mayfair (AL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid Time Off

Mon-Fri Schedule

Evenings Off

Retirement Plan

Hands on Training

Job summary

The Juris Agency is seeking a full-time Customer Service Representative to support current clients and new prospects, process policy change requests, maintain product knowledge, and answer questions. Insurance industry knowledge is a plus but not required.

The role emphasizes delivering exceptional service, handling inquiries, and pursuing referrals while maintaining strong client relationships. Training will be provided to enhance product and service expertise.

Qualifications

• Willingness to learn, be intuitive and coachable.
• Upbeat, positive and enthusiastic attitude.
• Self-starter with sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Property & Casualty license is preferred but training provided.
• Professional phone etiquette.
• Follow through and exceed client expectations.

Responsibilities

• Process customer policy change requests.
• Secure all trailing documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Greet all customers entering the office in a friendly manner.
• Take premium payments from customers.
• Ask for referrals and explain the referral program.
• Treat each contact as a cross and upsell opportunity including financial products.
• Verify contact details and update customer information.
• Maintain client relationships with follow-up calls.

Skills

Customer service

Communication skills

Multitasking

Phone etiquette

Job description

Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Evenings Off
• Retirement Plan
• Hands on Training

Responsibilities

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Provideexceptional customer service.
• Maintain client relationships with follow up phone calls.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• A Property & Casualty license is preferred but will train good individual.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Great Customer Service Skills.