Client Service Representative (Insurance)

TL;DR

Client Service Representative (Insurance): Managing insurance programs and executing policy changes for clients with an accent on exceptional service delivery and financial data analysis. Focus on optimizing client information management, facilitating team collaboration, and ensuring precise policy execution in a fast-paced environment.

Location: Hybrid or Remote (Must be based in the US Midwest region)

Salary: $34,650 – $64,575

Company

A full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services across the country.

What you will do

• Manage insurance programs and execute policy changes for clients.
• Update and maintain accurate client information.
• Facilitate collaboration with the servicing team to deliver high-quality service.
• Analyze financial data to support client insurance needs.
• Handle diverse tasks in a high-energy, fast-paced environment.

Requirements

• High school diploma or equivalent.
• Excellent written and verbal communication skills.
• Strong organizational, time management, and problem-solving abilities.
• Detail orientation and capacity to manage multiple tasks.
• Must be based in the US Midwest region.

Nice to have

• BS/BA in Business, Insurance, or a related field.
• Proficiency in MS Office Suite (Word, Excel, Outlook).
• 1 year of experience working in the insurance industry.
• Life & Health license or the ability to obtain one upon hire.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance.
• 401K retirement savings programs.
• 20 days of paid time off plus a paid volunteer day.
• Up to $1,000 in matching charitable donations and $750 in wellness rewards.
• Flexible work arrangement allowing for home or office based on discretion.