Licensed Insurance CSR — PTO, Retirement Plan & Growth

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

Benefits offered by this job

Paid Time Off (PTO)

Retirement Plan

Mon-Fri Schedule

Vision Insurance

Career Growth Opportunities

Fun & Friendly Co-workers

Bonus Opportunities

Continuous Learning and Development

Job summary

The Juris Agency in Wisconsin is hiring a full-time Customer Service Representative to provide exceptional service to existing clients and new prospects, handle policy change requests, and maintain product knowledge.

You will answer inquiries, verify contact details, schedule appointments for sales staff, and respond within specified timelines. This role values a positive attitude, strong communication, and teamwork.

Qualifications

• Positively engaging with customers and colleagues.
• Ability to multitask and follow through on tasks.
• Strong customer service skills and communication.
• Driven, goal-oriented mindset with reliability.
• Ability to stay calm and handle stressful situations.

Responsibilities

• Process customer policy change requests.
• Verify phone numbers, addresses and emails with each customer contact and update information.
• Answer incoming phone calls on the first ring.
• Schedule appointments for sales staff to meet prospective customers.
• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe.
• Customer Reviews

Skills

Positive attitude

Multitasking

Customer service

Goal oriented

Stress management

Job description

The Juris Agency in Wisconsin is hiring a full-time Customer Service Representative to provide exceptional service to existing clients and new prospects, handle policy change requests, and maintain product knowledge.

You will answer inquiries, verify contact details, schedule appointments for sales staff, and respond within specified timelines. This role values a positive attitude, strong communication, and teamwork.