Client Services Representative

1 week ago


Tracy, California, United States Jobot Full time

**About the Role**

Jobot is seeking a highly skilled and experienced Client Services Representative to join our team. As a Client Services Representative, you will be responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing excellent customer service to personal insurance clients.

Key Responsibilities:

  • Manage a book of personal insurance clients, addressing inquiries related to policies, coverage options, billing, and claims.
  • Proactively manage the renewal process, including reviewing coverage needs, obtaining quotes from carriers, and presenting renewal proposals to clients.
  • Process policy changes such as endorsements, cancellations, and new business submissions within EPIC.
  • Assist clients with claims, provide guidance on the process, and follow up with carriers to ensure timely resolution.

**Requirements**

To be successful in this role, you will need:

  • 1-2 years of experience in personal lines insurance account management.
  • Proficiency in using the EPIC management system.
  • Strong knowledge of personal insurance products (homeowners, auto, umbrella, etc.).
  • Excellent communication and organizational skills.
  • Ability to manage multiple tasks and prioritize effectively.
  • Insurance license (Property & Casualty) required.

The salary range for this position is $75,000 - $80,000 per year.



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