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
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
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 Life/Health
BS/BA in Business, Insurance or related field
Intermediate skill level in Microsoft Office Suite
Assurance - In a Nutshell
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".