Client Service Representative (CSR)

Wheeler & Taylor, Inc.; Taylor (MI); Hybrid; USD 42.000 - 62.000; Vollzeit

Benefits dieser Stelle

Competitive compensation with growth

401(k) company matching

Medical insurance

Vision insurance

Life insurance

Flexible Spending Account (FSA)

Employee Assistance Program (EAP)

Paid time off

Paid parental leave

Employee referral program

Long-term career growth with a leading

Zusammenfassung

Wheeler & Taylor, Inc. is seeking a Client Service Representative to support our growing client base in a professional insurance setting. You will handle day-to-day servicing needs and maintain strong client relationships.

This role emphasizes accuracy, timely responses, and collaboration with Account Managers and Producers. Onboarding new clients and processing policy changes are key tasks in a team-focused environment.

Qualifikationen

• Strong communication and organization are essential for daily servicing.
• Must be detail oriented with the ability to manage multiple tasks.
• Experience in insurance or client service is preferred but not required.
• Proficiency with computers and basic office software is expected.

Aufgaben

• Serve as a primary point of contact for client service requests
• Assist with policy changes, endorsements, certificates, and general account maintenance
• Communicate with carriers to obtain information, process requests, and resolve issues
• Support Account Managers and Producers with documentation and client follow-up
• Maintain accurate records within agency management systems
• Respond to client inquiries in a timely, professional manner
• Help ensure a smooth onboarding experience for new clients

Kenntnisse

Communication

Organization

Attention to detail

Team collaboration

Proactive service mindset

Customer service experience

Tools

Office software

Jobbeschreibung

Client Service Representative (CSR)

Overview
Wheeler & Taylor is seeking a Client Service Representative to support our growing client base and account management team. This role is ideal for someone who is detail-oriented, organized, and passionate about delivering a high level of service in a professional insurance environment. You’ll play a key role in maintaining strong client relationships and ensuring day-to-day servicing needs are handled accurately and efficiently.

Responsibilities

• Serve as a primary point of contact for client service requests


• Assist with policy changes, endorsements, certificates, and general account maintenance


• Communicate with carriers to obtain information, process requests, and resolve issues


• Support Account Managers and Producers with documentation and client follow-up


• Maintain accurate records within agency management systems


• Respond to client inquiries in a timely, professional manner


• Help ensure a smooth onboarding experience for new clients

Qualifications

• Strong communication and organizational skills


• Attention to detail and ability to manage multiple tasks


• Previous experience in insurance or client service preferred, but not required


• Proficiency with computers and basic office software


• Ability to work collaboratively in a team environment


• A proactive mindset and commitment to high-quality service

What We Offer

• A supportive, team-oriented environment


• Opportunities for professional development and growth


• Exposure to a wide range of personal and commercial insurance accounts


• Long-term career potential within an established firm

Benefits
We believe exceptional producers deserve exceptional support, both professionally and personally. As part of the Wheeler & Taylor team, you’ll have access to a comprehensive benefits package, including:

• Competitive compensation with significant growth potential


• 401(k) company matching


• Medical insurance


• Vision insurance


• Life insurance


• Flexible Spending Account (FSA)


• Employee Assistance Program (EAP)


• Paid time off


• Paid parental leave


• Employee referral program


• Long-term career growth with one of America’s leading independent insurance agencies