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Client Service Representative - Employee Benefits

Company: Assurance Agency Ltd.
Location: Schaumburg
Posted on: May 31, 2021

Job Description:

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

 

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 Life/Health

PREFERRED:

  • BS/BA in Business, Insurance or related field

  • Intermediate skill level in Microsoft Office Suite

 

About Assurance
Assurance, a Marsh & McLennan Agency LLC, company, is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. Assurance operates as Marsh & McLennan Agency’s Midwest regional headquarters. Consistently recognized as a top workplace, Assurance attracts and retains its insurance talent by rewarding expertise and investing in career development. Assurance employees enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

 

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 TribuneCrain'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".

 

Assurance has won over a hundred workplace awards largely due to our intentional and caring approach that begins with meeting our people where they are, celebrating their differences and creating an inclusive environment.

 

Assurance is a proud equal opportunity employer. We celebrate diversity and we are committed to equal employment opportunities regardless of age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity, gender expression, national origin, marital status or civil partnership/union status, veteran status, citizenship, pregnancy, genetic information, physical or mental disability, or any other status or characteristic protected by federal, state or local law.

 

Harassment or discrimination based upon any of the above is inconsistent with our values and will not be tolerated; this includes harassment or discrimination for being associated with or knowing someone that identifies with any of the above.

 

Marsh & McLennan Agency (MMA) provides colleagues the freedom to make a career and difference. We encourage you to explore your curiosity and creativity. We gain new insight from diverse thinking, and take risks on new ideas. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. More than just insurance brokers, we believe that a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep employees engaged and productive including: health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs.

 

This job is not eligible for remote working from Colorado.

 

LEARN MORE about working at MMA!

Keywords: Assurance Agency Ltd., Schaumburg , Client Service Representative - Employee Benefits, Other , Schaumburg, Illinois

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