Licensed Insurance Customer Service Representative

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

Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position.

Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Benefits

• Paid Time Off (PTO)
• Retirement Plan
• Mon-Fri Schedule
• Vision Insurance
• Career Growth Opportunities
• Fun & Friendly Co-workers
• Bonus Opportunities
• Continuous Learning and Development

Responsibilities

• Process customer policy change requests.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer 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

Requirements

• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Great Customer Service Skills.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.