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Client Service Representative - Personal Lines Account Manager

Company: Joseph M. Wiedemann and Sons, Inc. - St. Charles,
Location: Saint Charles
Posted on: August 3, 2022

Job Description:

*CLIENT SERVICE REPRESENTATIVE - PERSONAL LINES ACCOUNT MANAGER**PRIMARY ROLE: * Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:* Marketing & placement of new and existing accounts.* Achieving retention goals through proactive account rounding, up-selling of limits and coverage, and delivering extraordinary client service. * Maintaining a high level of client satisfaction.* **GENERAL DUTIES: ** Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from the client. * Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines. * Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.* Review all items to be processed, to ensure items were received as ordered. * Participate in courses for insurance/sales skills. Maintain current knowledge of the underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.* Participate in special projects at management s request.*QUALIFICATIONS & EDUCATION: ** *3+ years experience with an independent insurance agency (Required).** *Current Illinois State Property & Casualty License (Required). ** Extensive knowledge of all lines of personal insurance, including standard and specialty lines markets (high net-worth experience a plus.) * Thorough knowledge of brokerage operations, including risk assessment, claims handling, and understanding of carrier/agency/customer relationships.* Experience operating in an electronic environment, with a heavy emphasis on phone/email communication.* Proficient with Microsoft Office (Outlook, Word, Excel, Teams) and PDF document handling.* Experience with multiple carriers proprietary rating systems, as well as comparative rating (EZLynx, PL Rating, etc.)* Excellent verbal and written communication.* Devoted attention to detail.* Advanced time management/organization skills.* High degree of self-motivation and self-direction.* Two-year associate s degree preferred.* Experience with Applied Epic preferred.*COMPENSATION:*Additional bonuses/commissions earned on self-produced business.* 401(k) match on first 4% (after 1st year of employment)* Full range of available benefits, including medical, dental, vision, disability, and life insurance.* Paid Time Off after 90 days of full-time employment.* Work from Home option after 90 days of employment*A FEW THINGS ABOUT US:** We work hard and love what we do!* 37 -hour workweeks (We mean it. Work/life balance is a real thing here.)* We've been around for 90 years. We're looking for people to join our team as we go to the next level.* Local independent insurance agency serving families and businesses in the Chicago area. Associated topics: agente de servicio al cliente, call center representative, clerk, coordinator, csr, service, service representative, service specialist, technical assistant, tsr

Keywords: Joseph M. Wiedemann and Sons, Inc. - St. Charles, , Elgin , Client Service Representative - Personal Lines Account Manager, Executive , Saint Charles, Illinois

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