Client Service Representative

Jewelers Mutual • Miami, FL

2d

About The Position

The Client Service Representative (CSR) facilitates renewals, supports specific producers, and responds to daily client inquiries and issues. The role provides account support for Property & Casualty accounts and may also support Specialty business. The position requires an active Property & Casualty insurance license; industry designations such as CISR or CIC are preferred.

The CSR supports renewal application processes for Specialty insurance products, including Jewelers Block and Pawn, by collecting and verifying information, coordinating quotes, and ensuring timely delivery of policy documents. The role also assists 1099 producers with client service and sales activities, maintains accurate records in agency management systems, and contributes to process improvements. The CSR must maintain the confidentiality of client information and follow applicable privacy regulations and protocols.

Requirements

• High school diploma or equivalent.
• Active Property & Casualty insurance license.
• Strong communication and interpersonal skills.
• Ability to work collaboratively with producers and other team members.
• Proficiency using computer systems and office software.
• Detail-oriented with strong organizational and time-management skills.

Nice To Haves

• Additional education or certification in insurance or related fields.
• Two or more years of experience in insurance client service, support, or related roles (preferred).
• An industry designation such as CISR (Certified Insurance Service Representative) and/or CIC (Certified Insurance Counselor).

Responsibilities

• Assist with renewal applications for Specialty insurance products, including Jewelers Block and Pawn, by collecting and verifying information, coordinating quotes, and ensuring timely delivery of policy documents.
• Support specific 1099 producers with client service and sales activities.
• Collaborate with producers to understand client needs and preferences and help meet client expectations.
• Depending on skills and training, support multiple producers and types of business.
• Document and track policies, endorsements, and client communications in agency management systems.
• Identify opportunities for process improvement and contribute ideas to improve operational efficiency and client service delivery.
• Maintain client confidentiality and follow privacy regulations and protocols.

Benefits

• 50% charitable gift matching.
• Paid volunteer time.
• Performance bonuses.
• Generous paid time off.
• 401(k) matching and additional company contributions.
• A collaborative culture emphasizing ownership and continuous learning.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED