Licensed Insurance Customer Service Rep

The Juris Agency; Grand Rapids (MI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Performance-based Incentives

Career Growth Opportunities

Career Development

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off (PTO)

Mon-Fri Schedule

Evenings Off

Hands on Training

Job summary

Windy Ridge Insurance Agency is seeking a Licensed Customer Service Representative to join our in-office team in Grand Rapids. You will focus on strengthening client relationships, handling inquiries, claims, and policy updates, with an emphasis on retention and long-term satisfaction.

The role offers a base salary plus commissions and bonus opportunities, PTO, health, dental and vision insurance, and a Monday–Friday schedule with evenings off.

Qualifications

• Must hold a current Property & Casualty insurance license.
• Experience in customer retention, preferably in the insurance industry.
• Strong communication and interpersonal skills.

Responsibilities

• Manage and enhance relationships with current clients to ensure high levels of satisfaction and retention.
• Provide ongoing support and service to clients, addressing inquiries, claims, and policy updates.
• Proactively assess customer needs and offer appropriate coverage solutions.
• Develop retention strategies to reduce customer churn and improve satisfaction.
• Collaborate with internal teams to resolve customer concerns and ensure timely responses.
• Maintain accurate customer records and ensure all relevant documentation is up-to-date.
• Monitor retention goals and metrics to ensure departmental success.
• Recognize opportunities to cross-sell/up-sell current clients.

Skills

Customer retention

Relationship-building

Communication

Insurance knowledge

Job description

Job Description

As a trusted leader in the industry, Windy Ridge Insurance Agency is seeking a dedicated and experienced Licensed Customer Service Representative to join our dynamic team and play a key role in strengthening client relationships and ensuring long term satisfaction. This in office role requires a strong background in client retention, as well as a deep understanding of property and casualty insurance.

• $45,000-$65,000 with base salary, commissions, and bonus opportunities
• PTO
• Health Insurance

Benefits

• Performance-based Incentives
• Career Growth Opportunities
• Career Development
• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off (PTO)
• Mon-Fri Schedule
• Evenings Off
• Hands on Training

Responsibilities

• Manage and enhance relationships with current clients to ensure high levels of satisfaction and retention.
• Provide ongoing support and service to clients, addressing inquiries, claims, and policy updates.
• Proactively assess customer needs and offer appropriate coverage solutions.
• Develop and execute retention strategies to reduce customer churn and improve satisfaction.
• Collaborate with internal teams to resolve customer concerns and ensure timely responses.
• Maintain accurate customer records and ensure all relevant documentation is up-to-date.
• Monitor and track retention goals and metrics to ensure departmental success.
• Recognize opportunities to cross-sell/up-sell current clients.

Requirements

• Must hold a current Property & Casualty insurance license.
• Previous experience in customer retention, preferably in the insurance industry.
• Strong understanding of property and casualty insurance products and services.
• Excellent communication and interpersonal skills, with a focus on relationship-building.
• Ability to handle client concerns and provide effective solutions.
• Strong problem-solving skills and attention to detail.
• Ability to work both independently and as part of a team.