CL Insurance Client Service Representative

Jewelers Mutual Insurance Group; Neenah (WI); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Performance bonuses

Generous paid time off

401(k) matching and contributions

Charitable gift matching

Paid volunteer time

Job summary

An insurance provider in Neenah, Wisconsin is seeking a Client Service Representative to facilitate renewals and provide support to producers. The role requires an active Property & Casualty insurance license and involves duties such as assisting in application processes and maintaining documentation. Ideal candidates will have strong communication skills and a commitment to confidentiality. The company offers competitive compensation, collaborative culture, and community support benefits.

Qualifications

• 2+ years experience in insurance client service, support, or related roles preferred.
• Active Property & Casualty insurance license required.
• Industry designation preferred, such as CISR and/or CIC.

Responsibilities

• Assist in the renewal application processes for Specialty insurance products.
• Provide assistance to specific 1099 producers.
• Ensure accurate documentation and tracking of policies.

Skills

Strong communication and interpersonal skills

Ability to work collaboratively

Detail-oriented with excellent organizational skills

Proficiency in using computer systems and office software

Education

High school diploma or equivalent

Additional education or certification in insurance

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).

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 Do

• 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.

Leadership Responsibilities: None

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).
• 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.

Certificates, Licenses, Registrations

• Active Property & Casualty insurance license required.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.

Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

What We Offer You:

• Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
• Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
• 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.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.