Insurance - Licensed Customer Service Representative

The Juris Agency; Bristol (RI); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Career Growth Opportunities

Mon-Fri Schedule

Evenings Off

Retirement Plan

Job summary

The Juris Agency in Rhode Island is seeking a full-time Licensed Insurance Customer Service Representative to provide exceptional service to clients, handle policy change requests, collect premium payments, and respond to questions with empathy and accuracy.

The ideal candidate will hold a Personal Lines P&C license, demonstrate excellent communication and multitasking skills, be punctual and reliable, and enjoy fostering long-term relationships that improve client retention.

Qualifications

• Requires Personal Lines P&C license.
• Experience in customer service with a focus on client satisfaction.
• Strong communication, reliability, and integrity.

Responsibilities

• Greet customers entering the office in a friendly, helpful manner.
• Process policy change requests.
• Take premium payments from customers.
• Follow up with customers to ensure satisfaction and address queries.
• Build strong relationships to improve retention and loyalty.
• Explain policy options based on client needs and goals.
• Provide information about new products and services.

Skills

Customer service

Multitasking

Communication skills

Punctual

Rapport building

Tools

Word

Excel

Job description

Job Description

We're a successful and established company that cares about our employees and clients. Bonus opportunity! We are looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Licensed Insurance Customer Service Representative. In this role you will provide exceptional customer service to our clients, addressing all of their insurance-related questions, concerns, and requests.

Your positive attitude, rapport-building, and desire to help will make you the perfect fit for this role. We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience while ensuring their clients have the coverage they need. If you are ready to make a change in your life and are looking to join a company that cares about both our clients and you, Candidate must have reliable transportation, including being able to drive in snow.

Benefits

• Paid Time Off (PTO)
• Career Growth Opportunities
• Mon-Fri Schedule
• Evenings Off
• Retirement Plan

Responsibilities

• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Process customer policy change requests.
• Take premium payments from customers.
• Follow up with customers to assure satisfaction, respond to queries, offer additional insurance protection, and solve or refer problems.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Present and explain insurance policy options based upon prospective client needs and their personal goals.
• Provide customers with additional information about new products and services.

Requirements

• Personal lines P&C license required.
• Customer experience required with great customer service skills.
• Must be responsible, punctual, reliable, and a person who holds themselves to a high level of integrity.
• Flexibility and adaptability required.
• Possess an upbeat, positive, and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Driven and goal-oriented individual.
• Strong communication skills, both oral and written.
• Proficiency in Word & Excel, scanning & uploading documents into Windows based programs.