Client Services Representative jobs in United States
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Affordable Solutions Insurance · 5 hours ago

Client Services Representative

Affordable Insurance Solutions is a local, family-owned and operated independent insurance agency serving the Eugene/Springfield community. They are seeking a Client Services Representative who enjoys working with people and supporting a busy, client-focused office by providing customer service and administrative support.

Financial ServicesInsuranceProfessional Services

Responsibilities

Answer and route incoming phone calls in a professional and friendly manner
Greet and assist walk-in clients
Process customer payments accurately and efficiently
Make routine updates and changes to client insurance policies
Provide general customer service support and follow-up
Assist with additional office and administrative tasks as needed

Qualification

Customer service experienceComputer literacyCommunication skillsOrganizational skillsDetail-orientedInsurance Producer LicenseSpanish

Required

Minimum of 3 years of customer service experience
Strong computer literacy, with the ability to comfortably navigate multiple web-based systems (we work with 20+ insurance carrier platforms, each with its own website and tools)
Excellent written and verbal communication skills
Organized, dependable, and detail-oriented
Comfortable working in a fast-paced office environment with direct client interaction

Preferred

Prior office experience
Insurance industry experience or training
Customer service: 3 years
Spanish
Insurance Producer License

Benefits

Paid training

Company

Affordable Solutions Insurance

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Funding

Current Stage
Early Stage
Company data provided by crunchbase