Insurance - Licensed Customer Service Representative

The Juris Agency; Keyport (NJ); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Job summary

Colonial Insurance Agency in Keyport, NJ seeks a full-time Licensed Customer Service Representative to join our team. You will process policies, endorsements, cancellations, handle payments, and provide clients with information on products and services while delivering exceptional service.

Requirements include Property & Casualty license, 5 years of customer service experience, strong written and verbal communication, and proficiency with computers.

Qualifications

• Property & Casualty license is required.
• Excellent written and verbal communication skills.
• Bilingual (Spanish) preferred.
• Strong computer skills and tech proficiency.

Responsibilities

• Process insurance policy applications, endorsements, and cancellations efficiently.
• Assist in problem resolution, policy change requests, and payments.
• Update client information, create quotes and issue documentation.
• Provide customers with information about new products and services.
• Rate new business and follow up with customers to ensure satisfaction.

Skills

Customer service

Communication

Tools

Applied Systems TAM

Job description

Job Description

Colonial Insurance Agency in Keyport, NJ is looking for a new Full Time Licensed Customer Service Representative.We have been serving the insurance needs of businesses in New Jersey since 1981, and we'd love the opportunity to show you what makes our team special. We support our staff with professional development and generous benefits and bonuses to help them meet their professional goals while maintaining a work/life balance. Your professional, positive attitude paired with your rapport-building and attention to detail will be vital in providing our clients with the exceptional service and personalized care they know us for. We can't wait to meet you.

Benefits

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

Responsibilities

• Support the team in processing insurance policy applications, endorsement changes and cancellations efficiently.
• Assist in problem resolution, process policy change requests, and process payments.
• Update client information, create insurance quotes and issue insurance documentation.
• Provide customers with additional information about new products and services.
• Rate new business.
• Follow up as requested with customers to assure satisfaction, respond to queries, and solve or refer problems.

Requirements

• Property & Casualty License is required to be considered.
• 5 years customer service experience required.
• Excellent written and verbal communication skills, Bilingual (Spanish) preferred.
• Strong computer skills and technical proficiency.
• Experience with Applied Systems TAM is a plus.
• Self-starter, detailed, organized with great time management skills
• Possess a genuine willingness to learn, be intuitive, resourceful and coachable.