Client Service Representative

The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position involves account support for Property & Casualty accounts and might also include support for Specialty business. This role requires a licensed individual, with industry designations preferred (CISR, CIC, or similar).

• →Renewal Process Support: Assist in the renewal application processes for Specialty insurance products such as Jewelers Block and Pawn.  This includes collecting and verifying information, coordinating quotes, and ensuring timely delivery of policy documents.
• →Producer Support: Provide assistance to specific 1099 producers as needed, supporting their client service and sales activities. Collaborate with producers to understand client needs and preferences, offering support in meeting client expectations
• →Versatility: Depending on skill set and training, support multiple producers and types of business.  Opportunities for learning and growth within the insurance industry will be provided.
• →Documentation and Tracking: Ensure accurate documentation and tracking of policies, endorsements, and client communications in agency management systems.
• →Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
• →Confidentiality: Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

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.

• High school diploma or equivalent; additional education or certification in insurance or related fields is a plus.
• 2+ years experience in insurance client service, support, or related roles preferred
• Active Property & Casualty insurance license required
• Industry designation preferred, such as CISR (Certified Insurance Service Representative) and/or CIC (Certified Insurance Counselor) preferred
• Strong communication and interpersonal skills
• Ability to work collaboratively with producers and other team members
• Proficiency in using computer systems and office software
• Detail-oriented with excellent organizational and time management

Active Property & Casualty insurance license required

We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting jmrecruiting@jminsure.com