Client Service Representative

2 weeks ago

Neenah, United States Jewelers Mutual Group Full time
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

SUMMARY

Provide superior service to current and future policyholders by effectively marketing products and building strong relationships to meet service and retention goals; Provides general support to JMI field agents to facilitate new business growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Provide excellent service to policyholders and become a resource for them for any policy questions and requests
  • Build and maintain strong relationships with clients and brokers through effective and positive communication
  • Manage the completion of policy renewals, endorsements and cancellations
  • Proactively solicit feedback from clients to better understand their needs and to ensure policies and limits of coverage in force are adequate, recommending changes as appropriate
  • Increase or add additional coverage to policies when appropriate
  • Maximize opportunities to educate clients and brokers about loss prevention and security strategies, product features and carrier underwriting recommendations
  • Maintain accurate client data in agency management system and ImageRight system
  • Identify and recommend process improvement opportunities
  • Participate in a variety of projects
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 is required, Bachelor's degree is preferred
  • Must have previous customer service experience
  • Prefer 2-4 years of industry experience in insurance or agency relations
  • An equivalent combination of education and/or experience may be considered
  • Prefer in progress Certified Insurance Counselor (CIC) designation
  • Must have excellent customer service skills
  • Embrace change and excel in an innovative environment
  • Share knowledge with the team
  • Must have an interest in continuously learning
  • Must be able to obtain Property/Casualty Insurance Agent License within 2 months of employment
LICENSES:
  • Must be able to obtain Certified Insurance Service Representative designation
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.

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