Licensed Client Services Representative - P&C Insurance

The Juris Agency; Everett (WA); Hybrid; USD 50,000 - 68,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Hands on Training

Work from Home

Job summary

Pioneer Insurance in Everett, WA, is seeking a Licensed Client Services Representative to be the friendly voice for our clients. This role supports licensed agents, handles policy questions, endorsements, and renewals, and helps keep client records up to date.

A P&C license or ability to obtain one is required, with remote/hybrid options for experienced hires. We offer a supportive, growth-friendly environment with a Mon-Fri schedule, PTO, health insurance, and hands-on training.

Qualifications

• Active Washington State Property & Casualty (P&C) license, or ability to obtain one.
• Minimum of 1 year of experience in customer service or sales support.
• Remote & Hybrid available for experienced hires with a minimum of 2 years of experience in servicing insurance.
• Higher starting wage available for candidates with 2+ years of experience in servicing at Allstate.
• Proficiency in using agency management systems (AMS) and Microsoft Office Suite.
• Excellent written and verbal communication skills, with a knack for explaining complex insurance terms clearly.
• A strong commitment to providing outstanding customer experiences.
• Ability to manage multiple tasks and prioritize effectively in a busy office environment.
• A positive attitude and genuine desire to help others.

Responsibilities

• Serve as a point of contact for our valued clients, addressing inquiries and providing assistance with their insurance policies.
• Process policy endorsements, renewals, and new business applications accurately and efficiently.
• Assist licensed agents with client communications, scheduling appointments, and preparing necessary documentation.
• Handle client requests for changes, claims support, and general policy information with a friendly and professional demeanor.
• Maintain organized client records and ensure all documentation is current and accessible within our agency management system.
• Identify opportunities to enhance client satisfaction and retention through proactive service and follow-up.
• Collaborate with the sales team to ensure a seamless client journey from inquiry to policy issuance.
• Find opportunities to strengthen our depth of business with our clients.

Skills

Communication skills

MS Office

AMS software

Customer service

Tools

AMS software

Microsoft Office

Job description

Job Description

Welcome to Pioneer Insurance, where we believe in building lasting relationships and providing peace of mind through exceptional insurance service. Nestled right here in Everett, Washington, we are a dedicated team passionate about serving our community. We’re looking for a bright, enthusiastic Licensed Client Services Representative to join our close-knit agency. This isn’t just another insurance job; it’s an opportunity to be the friendly voice and helping hand for our clients. You’ll play a crucial role in ensuring our policyholders feel supported, understood, and well-protected. If you have a P&C license, a heart for service, and a desire to grow within a supportive and positive environment, we’d be thrilled to invite you to explore this exciting role with us. Come help us pioneer the future of insurance service, right here in Everett!

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Mon-Fri Schedule
• Hands on Training
• Work from Home

Responsibilities

Serve as a point of contact for our valued clients, addressing inquiries and providing assistance with their insurance policies.

Process policy endorsements, renewals, and new business applications accurately and efficiently.

Assist licensed agents with client communications, scheduling appointments, and preparing necessary documentation.

Handle client requests for changes, claims support, and general policy information with a friendly and professional demeanor.

Maintain organized client records and ensure all documentation is current and accessible within our agency management system.

Identify opportunities to enhance client satisfaction and retention through proactive service and follow-up.

Collaborate with the sales team to ensure a seamless client journey from inquiry to policy issuance.

Find opportunities to strengthen our depth of business with our clients.

Requirements

Active Washington State Property & Casualty (P&C) License, or the ability to obtain a Property & Casualty (P&C) License is required.

Minimum of 1 year of experience in customer service or sales support.

Remote & Hybrid available for experienced hires with a minimum of 2 years of experience in servicing insurance.

Higher starting wage available for candidates with 2+ years of experience in servicing at Allstate

Proficiency in using agency management systems (AMS) and Microsoft Office Suite.

Excellent written and verbal communication skills, with a knack for explaining complex insurance terms clearly.

A strong commitment to providing outstanding customer experiences.

Ability to manage multiple tasks and prioritize effectively in a busy office environment.

A positive attitude and genuine desire to help others.