What are the responsibilities and job description for the Client Service Representative position at Jewelers Mutual Insurance Company, SI?
Summary
The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position involves account support for Property & Casualty accounts and might also include support for Specialty business. This role requires a licensed individual, with industry designations preferred (CISR, CIC, or similar).
WHY Jewelers Mutual:
We are a financially secure, exceptionally positioned, and intellectually curious company driven by our core values of Agility, Accountability and Relevancy! We continue to raise the tide of the jewelry industry we’ve served since 1913 through our innovative people, our unyielding customer commitment, and evolution of our products and services to be the most trusted advisor to all we serve.
With a generous benefits package, office locations throughout the United States, and a mantra of “making your mark today”, consider evolving your career and shining bright with Jewelers Mutual Group!
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- 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.
