Insurance Customer Service Representative

The Juris Agency; Moreno Valley (CA); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Flexible Schedule

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Job summary

The Juris Agency in Moreno Valley, CA is hiring an Receptionist / Customer Service Representative to handle multi-line phones, assist clients, process payments, and draft letters and reports. This entry-level role offers uncapped earnings and potential for long-term advancement, with outbound lead generation and appointment setting responsibilities.

We provide training and value strong customer service skills.

Qualifications

• Excellent communication/interpersonal skills.
• Ability to multi-task.
• Property & Casualty license preferred (training provided).

Responsibilities

• Solicits for new business via telephone, networking, and other lead sources.
• Process customer policy change requests.
• Return all phone messages promptly.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Skills

Communication skills

Interpersonal skills

Multi-tasking

Customer service

Written communication

Goal-oriented

Education

Property & Casualty license (preferred)

Job description

Job Description

The Receptionist / Customer Service Representative position will involve answering multiple phone lines, providing customer service to agency customers, receiving and processing insurance payments for existing customers, drafting letters & reports, and other additional clerical duties as directed by the agent or associates. Looking for a confident and highly motivated individual that's interested in a great sales opportunity. Uncapped earnings with future long term career advancement available. As an entry level appointment setter/lead generator at you will make outbound calls to generate appointments and market insurance products or services.

Our office is rapidly growing and we are looking to train the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance.

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

Base salary based on experience.

Benefits

• Flexible Schedule
• Mon-Fri Schedule
• Hands on Training
• Career Growth Opportunities

Responsibilities

• Solicits for new business via telephone, networking, and other lead sources.
• Process customer policy change requests.
• Return all phone messages promptly.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Requirements

• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• A Property & Casualty license is preferred but will train good individual.
• Great Customer Service Skills.
• Strong communication skills, both oral and written.
• Driven and goal-oriented individual.