Client Service Representative - Property & Casualty

EXECUTION OF CLIENT SERVICE

• Supports Account Managers, Producers, Account Executives, and other internal department members to flawlessly execute Assurance’s service strategy for each client, designed to create measurable value and efficiencies in their businesses
• Processes plan changes, as needed or requested by the client, checking for consistency and documenting in the appropriate system
• Builds personalized client relationships through demonstrated understanding of the service plan and multiple channels of communication such as phone, email, and in-person meetings
• Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
• Works with internal departments to ensure cohesiveness and timeliness of service execution
• Manages time effectively to prioritize workload, client service requests, and service parameters on business processes

DATA AND PROCESS INTEGRITY

• Maintains accurate and complete client data in agency management systems including policy detail, activities, and attachments
• Consistently achieves data integrity and meets activity timeliness, quality metrics, and goals
• Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action, and following up as requested
• Utilizes internal resources for identified processes to ensure efficiency and consistency in execution

PEER RELATIONSHIPS

• Provides feedback and shares information at team meetings

• Participates in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc.

• Develops successful and effective working relationships with Producers, Account Executives, Account Managers, service team members, managers, carriers, and members of other departments

• Communicates effectively with Account Managers and provides timely and complete information to allow them to effectively manage service execution

REQUIRED:

• Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate for role

PREFERRED:

• BS/BA in Business, Insurance or related field
• Intermediate skill level in Microsoft Office Suite