Client Service Representative

What You'll Do

• Renewal Process Support: Assist in the renewal application processes for Specialty insurance products such as Jewelers Block and Pawn.  This includes collecting and verifying information, coordinating quotes, and ensuring timely delivery of policy documents.


• Producer Support: Provide assistance to specific 1099 producers as needed, supporting their client service and sales activities. Collaborate with producers to understand client needs and preferences, offering support in meeting client expectations


• Versatility: Depending on skill set and training, support multiple producers and types of business.  Opportunities for learning and growth within the insurance industry will be provided.


• Documentation and Tracking: Ensure accurate documentation and tracking of policies, endorsements, and client communications in agency management systems.


• Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.


• Confidentiality: Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Leadership Responsibilities

None

Qualifications

• High school diploma or equivalent; additional education or certification in insurance or related fields is a plus.


• 2+ years experience in insurance client service, support, or related roles preferred


• Active Property & Casualty insurance license required


• Industry designation preferred, such as CISR (Certified Insurance Service Representative) and/or CIC (Certified Insurance Counselor) preferred


• Strong communication and interpersonal skills


• Ability to work collaboratively with producers and other team members


• Proficiency in using computer systems and office software


• Detail-oriented with excellent organizational and time management

Certificates, Licenses, Registrations  

• Active Property & Casualty insurance license required

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.

Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

What We Offer You:

• Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.


• Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.


• Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes


• Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.