Service Center Representative

The Juris Agency; North Adams (MA); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Parental Leave

Retirement Plan

Career Growth Opportunities

Job summary

The Juris Agency is seeking a friendly, capable front desk professional to greet clients in person and over the phone in North Adams or Pittsfield, MA.

You'll handle calls, process policy changes with Account Managers, and provide timely information while maintaining a professional, courteous demeanor. A high school diploma and willingness to learn are required; there is a Mon-Fri schedule and opportunities for growth.

Qualifications

• High School Diploma or equivalent required.
• Strong verbal communication and customer service skills.
• Ability to multitask and work well in a team.
• Willingness to learn insurance procedures and office systems.

Responsibilities

• Answer incoming calls and emails promptly and professionally.
• Forward calls to appropriate department.
• Log call details in the agency management system.
• Provide product or policy information as needed.
• Back up front desk during lunches and vacations.
• Take payments and post them on company systems.
• Follow scripts or workflows and escalate complex issues.
• Notify customers of status updates and confirmations.
• Assist Account Managers and other processors as needed.
• Perform general tasks to keep systems clean and updated.

Skills

Customer service

Communication

Teamwork

Multitasking

Phone etiquette

Administrative skills

Education

High School Diploma

Tools

Agency Management System

Job description

Job Description

Provide a friendly and helpful “first impression” for clients in-person and over the phone. Must be outgoing and team oriented. This multi-task position is mainly responsible for prompt, courteous, professional service to clients calling into the Agency.

This role can be performed in either our North Adams or Pittsfield location.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Hands on Training
• Parental Leave
• Retirement Plan
• Career Growth Opportunities

Responsibilities

• Answer incoming calls and emails promptly and professionally.
• Forward calls to appropriate department.
• Manage time effectively to minimize wait times and maximize productivity.
• Process policy changes for Account Managers
• Resolve customer billing inquiries and service issues efficiently.
• Provide product, service, or policy information as needed.
• Log call details accurately in Agency Management system.
• Follow scripts or workflows when applicable.
• Escalate unresolved or complex issues to the appropriate department.
• Conduct outbound follow-up calls when necessary to ensure resolution.
• Notify customers of status updates, delays, or confirmations.
• Issue binders and proof of insurance to lenders.
• Backup to front desk coordinator during lunches and vacations
• Secondary Responsibilities:
• Take payments from clients and post them on company websites.
• Stamp RTA’s and enter appropriate activities into agency management system.
• Assist Account Managers as needed.
• Backup to other processors when they are out of the office.
• Projects for clean-up or update of the computer system as needed.
• Any other duties which are required by management.

Requirements

• High School Diploma.
• Ability to learn insurance work methods and procedures.
• Ability to verbally effectively present information to clients, company, and agency staff.
• Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks.
• Commitment to the company’s culture and established service standards.
• Ability to deal with and show discretion in confidential matters.
• 25% availability to travel outside of 25-mile radius and report to any office.
• Ability to sit, drive, bend, answer the phone, and perform computer input.