Agency Customer Service Representative (Hybrid or Remote)

Remote, USA Full-time Posted 2025-03-08

? * Agency Customer Service Representative (Hybrid or Remote)**
? *Job Category****:** Agency **Requisition Number****:** CLIEN001597 Showing 1 location **Job Details**
? *Description...
Jewelers Mutual, the nation's only company exclusively insuring the jewelry industry is hiring for a Client Service Representative!
We are a company that is driven by our core values of Agility, Accountability and Relevancy! We will raise the tide of the Jewelry Industry through our people, our customer commitment and our technology.
? *COVID-19 Update:** Jewelers Mutual recognizes the impact of COVID 19 and our employees safety is at the forefront of our response to this pandemic. We have created an Emergency Response and Readiness (ERR) team to daily monitor and assess the COVID-19 situation. Protocols have been established to ensure a safe and healthy workplace and our employees can find comfort in knowing their safety is our number one priority.
? *About the Neenah, WI Corporate Office:**
The JM Corporate Campus is in a prime location set back among the trees. The state of the art facility offers an onsite Starbucks, fitness center, gem gallery and our 24 Carat Caf that serves breakfast, lunch and offers free gourmet coffee and teas.
? *Position Summary**:
Provide superior service to current and future policyholders by effectively marketing products and building strong relationships to meet service and retention goals; Provides general support to JMI field agents to facilitate new business growth.
? *ESSENTIAL DUTIES AND RESPONSIBILITIES** include the following. Other duties may be assigned.
? Provide excellent service to policyholders and become a resource for them for any policy questions and requests
? Build and maintain strong relationships with clients and brokers through effective and positive communication
? Manage the completion of policy renewals, endorsements and cancellations
? Proactively solicit feedback from clients to better understand their needs and to ensure policies and limits of coverage in force are adequate, recommending changes as appropriate
? Increase or add additional coverage to policies when appropriate
? Maximize opportunities to educate clients and brokers about loss prevention and security strategies, product features and carrier underwriting recommendations
? Maintain accurate client data in agency management system and ImageRight system
? Identify and recommend process improvement opportunities
? Participate in a variety of projects
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
? *QUALIFICATIONS**
? Must have excellent customer service skills
? Embrace change and excel in an innovative environment
? Share knowledge with the team
? Must have an interest in continuously learning
? Must be able to obtain Property/Casualty Insurance Agent License within 2 months of employment
? Must be able to obtain Certified Insurance Service Representative designation
? *EDUCATION AND/OR EXPERIENCE**
? High school diploma is required, Bachelors degree is preferred
? Must have previous customer service experience
? Prefer 2-4 years of industry experience in insurance or agency relations
? An equivalent combination of education and/or experience may be considered
? Prefer in progress Certified Insurance Counselor (CIC) designation
? *COMPUTER SKILLS**
Intermediate skills in the MS Word, Excel, and Outlook
? *Qualifications**
? *Skills**
? *Behaviors**
? *:**
? *Motivations**
? *:**
? *Education**
? *Experience**
? *Licenses & Certifications

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