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Property & Casualty Client Service Representative (Hybrid)

2 months ago

Deerfield IL United States Alera Group Full time

 

Alera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team.   

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  

 

If that is what you’re looking for, this is your chance to be part of an amazing organization

 

The primary responsibility of the Client Service Representative will be assisting Account Managers and Producers with the servicing of assigned Business Accounts.


Providing superior day to day client service by anticipating client needs and responding to client, producer and account manager questions and issues in a timely manner.

 

  • Ordering and processing change requests with an emphasis on Business Insurance Risk Management
  • Preparing ID cards, binders, evidence of property & other certificate of insurance requests
  • Processing and documenting cancellations and reinstatements
  • Processing and billing premium audits
  • Preparing and billing Bonds when required.
  • Assisting with preparation of renewal exposure workbooks
  • Creating first draft of renewal proposals
  • Organizing insured’s copies of new and renewal policies for delivery to client.
  • Maintaining accurate policy data in agency management system (AMS360)
  • Consistently Maintaining client documentation in document managing system (Worksmart)
  • Maintaining a courteous and effective relationship with clients, co-workers, insurance carriers and other business contacts
  • Other responsibilities as assigned by Manager

 


  • High School diploma or equivalent.  Bachelor’s degree preferred, but not required.
  • 1-2 years of Commercial Lines Agency experience in a highly automated, risk management-focused environment.
  • Must have Illinois Property & Casualty license or obtain within 60 days of hire date.
  • Experience with Microsoft Office Products with proficiency in Word and Excel.
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment that will also require working independently.
  • Experience with AMS360 system a strong plus

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

 

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. #LI-KB1#LI-HybridPandoLogic. Category:Insurance, Keywords:Property and Casualty Agent, Location:Deerfield, IL-60015