Client Service Representative

Jewelers Mutual Group; Neenah (WI); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Gift matching

Volunteer time off

Great Place to Work Certification

Retirement plan with company match

Bonuses

Job summary

Jewelers Mutual Group in Neenah, Wisconsin, is seeking a licensed Client Service Representative to facilitate renewals and support producers with client inquiries and policy documentation.

The role emphasizes accuracy, confidentiality, and collaboration across specialty lines, including Jewelers Block and Pawn. A Property & Casualty license is required and CISR/CIC designations are preferred.

Qualifications

• High school diploma or equivalent; related certifications are a plus.
• 2+ years in insurance client service or related roles.
• Active Property & Casualty license required.
• Industry designations such as CISR or CIC preferred.
• Strong communication and interpersonal skills.
• Ability to work collaboratively with producers and team members.
• Proficiency with computer systems and office software.
• Detail-oriented with strong organizational and time management.

Responsibilities

• Assist renewal applications for Specialty insurance products like Jewelers Block and Pawn.
• Provide support to 1099 producers and client service and sales activities.
• Support multiple producers and business lines as needed.
• Document and track policies, endorsements, and client communications in agency systems.
• Identify opportunities for process improvement to enhance efficiency and service.
• Maintain confidentiality and comply with privacy regulations.

Skills

Communication skills

Team collaboration

Computer skills

Detail oriented

Education

High school diploma or equivalent

Insurance industry certification (preferred)

Tools

Property & Casualty license

Office software

Job description

Summary

The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position involves account support for Property & Casualty accounts and might also include support for Specialty business. This role requires a licensed individual, with industry designations preferred (CISR, CIC, or similar).

Why Jewelers Mutual

Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.

As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.

We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.

What You’ll Be Doing

• Renewal Process Support: Assist in the renewal application processes for Specialty insurance products such as Jewelers Block and Pawn. This includes collecting and verifying information, coordinating quotes, and ensuring timely delivery of policy documents.
• Producer Support: Provide assistance to specific 1099 producers as needed, supporting their client service and sales activities. Collaborate with producers to understand client needs and preferences, offering support in meeting client expectations
• Versatility: Depending on skill set and training, support multiple producers and types of business. Opportunities for learning and growth within the insurance industry will be provided.
• Documentation and Tracking: Ensure accurate documentation and tracking of policies, endorsements, and client communications in agency management systems.
• Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
• Confidentiality: Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

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.

Minimum Qualifications

• High school diploma or equivalent; additional education or certification in insurance or related fields is a plus.
• 2+ years experience in insurance client service, support, or related roles preferred
• Active Property & Casualty insurance license required
• Industry designation preferred, such as CISR (Certified Insurance Service Representative) and/or CIC (Certified Insurance Counselor) preferred
• Strong communication and interpersonal skills
• Ability to work collaboratively with producers and other team members
• Proficiency in using computer systems and office software
• Detail-oriented with excellent organizational and time management

What We Offer You

• Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes.
• Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.
• Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
• Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.

Accessibility and Accommodations

We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting [e-mail]