Client Service Representative

Jewelers Mutual • Neenah, WI

2d

About The Position

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).

Requirements

• High school diploma or equivalent
• Active Property & Casualty insurance license required
• 2+ years experience in insurance client service, support, or related roles 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

Nice To Haves

• Additional education or certification in insurance or related fields is a plus.
• Industry designation preferred, such as CISR (Certified Insurance Service Representative) and/or CIC (Certified Insurance Counselor) preferred

Responsibilities

• 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.
• 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.
• 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.
• Ensure accurate documentation and tracking of policies, endorsements, and client communications in agency management systems.
• Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
• Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

Benefits

• 50% charitable gift matching
• Paid volunteer time
• Performance bonuses
• Generous paid time off
• Top-tier retirement program with 401(k) matching and additional company contributions

What This Job Offers

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