The Client Service Representative (CSR) is the oil that makes our exceptional client service machine run smoothly. He or she performs transactions and tasks essential to managing efficient insurance, benefit, and/or risk management programs. The CSR executes policy and plan changes, provides evidence of insurance, and helps create proposals that exhibit complex programs in more easily understood and comparative formats for our clients. He or she assists in keeping our client information up to date in our agency management system, facilitating a collaborative service experience and empowering our client portal. The CSR works closely with the full account servicing team to answer questions, access and deploy resources, place coverage, and negotiate terms and conditions on behalf of clients.
EXECUTION OF CLIENT SERVICE
DATA AND PROCESS INTEGRITY
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
Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate for role
BS/BA in Business, Insurance or related field
Intermediate skill level in Microsoft Office Suite
Assurance - In a Nutshell
Assurance is the premier, national insurance brokerage for clients and industry professionals. In stark contrast to its peers, privately-owned Assurance takes an alternative approach to growth by investing an industry-leading percentage of its revenues back into the services clients need to improve their business.
Assurance attracts and retains great insurance talent by rewarding expertise,investing in career development, and recognizing contributions. Its employees enjoy an award-winning culture that fosters a highly productive working environment where top professionals deliver outstanding client results. Assurance is now the 35th largest insurance broker of U.S. business.
Status: Fiercely independent insurance brokerage
Locations: Headquartered in Schaumburg, IL with office locations in Chicago and the Mid-Atlantic
Services: Business Insurance, Employee Benefits, Financial Services, Private Insurance, Surety
Awards: Assurance is continually named a "Best Place to Work" by leading publications and organizations such as Fortune magazine, the National Association for Business Resources, The Chicago Tribune, Crain's Chicago Business and Business Insurance magazine (check out all of our accolades).
Culture: Our employees enjoy an environment that fosters success and creativity and provides countless opportunities for growth. We make sure our employees are happy and motivated by offering enviable benefits, rewards programs, celebrations, perks and a few surprises around every corner. Together, it all adds up to a company that develops and retains passionate individuals who deliver superior performance and measurable results to our clients.
Fun Fact: 31% of Assurance experts agree the best Saturday Night Live skit of all time is "More Cowbell".