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Client Service Specialist

2 months ago

Skokie, Illinois, United States Heil & Heil Insurance Agency Full time

**Job Summary:**

The Client Service Representative plays a vital role in the success of Heil & Heil Insurance Agency by providing exceptional support to account managers and clients. This position is an excellent opportunity for individuals who are passionate about the insurance industry and want to grow their career.

**Key Responsibilities:**

  • Process Certificates of Insurance and Evidence of Property Insurance for clients as requested.
  • Add additional insured endorsements to policies as needed.
  • Process policy endorsements per Account Manager's requests.
  • Track, issue, and enter Bonds for customers. Send out Bond forms to clients and renew all Bonds in the agency management system.
  • Pull MOD worksheets from NCCI for current customers as needed.
  • Pull CCPAP forms from NCCI for current customers as needed.
  • Process MVRs for current and new customers as needed.
  • Create Auto ID cards and schedules when necessary.
  • Use AMS systems to document activities and internal/external communications.
  • Download Policies into 360, send download report to Account Managers.
  • Attach policy documents that don't download directly from the carrier.
  • Send recommendations to clients and track progress.
  • Assist the Reception team during lunch and time off.
  • Maintain a positive attitude and self-motivation.
  • Work well independently and with the team.

**Requirements:**

  • Gain knowledge of commercial lines insurance and processes.
  • Collaborate with team members and management to improve the agency and teams within.
  • Assist with client retention by providing exceptional service to team members and fast processing of tasks.