Client Service Representative

What You'll Be Doing

• 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.
• Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
• Documentation and Tracking: Ensure accurate documentation and tracking of policies, endorsements, and client communications in agency management systems.

Minimum Qualifications

• A 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 skills.

What We Offer You

• 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.
• Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
• Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.