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Client Service Representative

4 months ago

Saint Charles, United States Joseph M. Wiedemann and Sons, Inc. - St. Charles, IL Full time

**CLIENT SERVICE REPRESENTATIVE - PERSONAL LINES ACCOUNT MANAGER**

**PRIMARY ROLE**:
Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:

- Marketing & placement of new and existing accounts.
- Achieving retention goals through proactive account rounding, up-selling of limits and coverage, and delivering extraordinary client service.
- Maintaining a high level of client satisfaction.***

**GENERAL DUTIES**:

- Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from the client.
- Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines.
- Review all items to be processed, to ensure items were received as ordered.
- Participate in courses for insurance/sales skills. Maintain current knowledge of the underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
- Participate in special projects at management’s request.

**QUALIFICATIONS & EDUCATION**:

- 3+ years experience with an independent insurance agency (required).
- Current Illinois State Property & Casualty License (required).
- Extensive knowledge of all lines of personal insurance, including standard and specialty lines markets (high net-worth experience a plus.)
- Thorough knowledge of brokerage operations, including risk assessment, claims handling, and understanding of carrier/agency/customer relationships.
- Proficient with Microsoft Office (Outlook, Word, Excel, Teams) and PDF document handling.
- Experience with multiple carriers’ proprietary rating systems, as well as comparative rating (EZLynx, PL Rating, etc.)
- Excellent verbal and written communication.
- Devoted attention to detail.
- Advanced time management/organization skills.
- High degree of self-motivation and self-direction.
- Two-year associate’s degree preferred.
- Experience with Applied Epic preferred.

**COMPENSATION**:

- $45,000 - $60,000, depending on experience.
- Additional bonuses/commissions earned on self-produced business.
- 401(k) match on first 4% (after 1st year of employment)
- Full range of available benefits, including medical, dental, vision, disability, and life insurance.
- Paid Time Off after 90 days of full-time employment.