Senior Client Service Representative - Property Casualty (Schaumburg, IL)

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POST DATE 12/7/2019
END DATE 12/23/2019

Assurance Chicago, IL

Chicago, IL
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Entry Level (0 - 2 years)
Bachelors Degree



The Senior Client Service Representative is a team oriented person with a

passion for delivering exceptional customer service on a daily basis. He or she

performs transactions and tasks essential to managing efficient insurance,

benefit and/or risk management programs. The Senior Client Service

Representative executes policy and plan changes, provides evidence of insurance

and helps to create proposals that exhibit complex programs in more easily

understood and comparative formats. He or she assists in keeping our client

information up to date in our agency management system, facilitating a

collaborative service experience and empowering our client portal. The Senior

Client Service Representative works alongside the full account servicing team

to answer questions, access and deploy resources, place coverage and negotiate

terms and conditions on behalf of clients.



* Support Account Managers, Producers, Account Executives and other

internal department members to flawlessly execute Assurance service

strategy for each client, designed to create measurable value and

efficiencies in their businesses

* Processes plan changes, as needed or requested by the client, checking

for consistency and documenting in the appropriate system

* Builds personalized client relationships through demonstrated

understanding of the service plan and multiple channels of communication

such as phone, email and in-person meetings

* Leverages insurance knowledge and communication skills to explain

coverage terms, program updates, and other items to clients as needed

* Works with internal departments to ensure cohesiveness and timeliness of

service execution

* Manages time effectively to prioritize workload, client service requests

and service parameters on business process


* Collaborates with Supervisor and Client Service Director to increase

efficiencies by offering and/or implementing new workflow suggestions

* Provides ongoing support to mentor other Client Service Representatives

through training on specific technical tasks, explaining coverage and

offering direction to resolving unique client situations


* Consistently follows client service workflows and appropriately engages

internal resources such as process support team, procedure manuals and

reporting tools to ensure efficiency and accuracy of execution

* Accurately maintains complete client files including the clear

documentation of account detail in agency management systems including

policy information, activities, attachments and correspondence

* Achieves desired levels of data completeness and process integrity by

consistently meeting activity timeliness, quality metrics and goals


* Responds to client coverage questions and supports the insured

* Manages marketing of renewals for designated accounts with direction from

the Account Manager or Producer/Account Executive, including reviewing

quotes for accuracy, preparing the proposal, binding of renewals, and

policy review

* Navigates various online rating systems/carrier websites to procure


* Attends carrier meetings to expand and apply technical knowledge


* Demonstrates knowledge and is comfortable analyzing more complex issues

before escalating them to the Account Manager; such issues may include:

policy coverage review, resolving coverage discrepancies with carrier and

resolving contract requirement coverage gaps

* Works with the client and carrier directly to resolve any coverage

questions and executes to completion


* Provides feedback and shares information at team meetings

* Participates in ongoing scheduled meetings with service team to discuss

accounts, renewals, service needs, service platform, etc.

* Develops successful and effective working relationships with Producers,

Account Executives, Account Managers, service team members, managers,

carriers and members of other departments

* Communicates effectively with Account Managers and provides timely and

complete information to allow them to effectively manage service




* Upon hire, Producers License for Fire/Casualty or Life/Health, as

appropriate for role

* 1 or more year of insurance brokerage experience


* BS/BA in Business, Insurance or related field

* Expert skill level in Microsoft Office Suite

Assurance - In a Nutshell

Assurance is the premier, national insurance brokerage for clients and industry

professionals. In stark contrast to its peers, privately-owned Assurance takes

an alternative approach to growth by investing an industry-leading percentage

of its revenues back into the services clients need to improve their business.

Assurance attracts and retains great insurance talent by rewarding

expertise,investing in career development, and recognizing contributions. Its

employees enjoy an award-winning culture that fosters a highly productive

working environment where top professionals deliver outstanding client results.

Assurance is now the 35th largest insurance broker of U.S. business.

Founded: 1961

Status: Fiercely independent insurance brokerage

Locations: Headquartered in Schaumburg, IL with office locations in Chicago and

the Mid-Atlantic

Employees: 500+

Clients: 6,000+

Services: Business Insurance, Employee Benefits, Financial Services, Private

Insurance, Surety

Awards: Assurance is continually named a \\"Best Place to Work\\" by leading

publications and organizations such as Fortune magazine, the National

Association for Business Resources, The Chicago Tribune, Crain's Chicago

Businessand Business Insurance magazine (check out all of our accolades).

Culture: Our employees enjoy an environment that fosters success and creativity

and provides countless opportunities for growth. We make sure our employees are

happy and motivated by offering enviable benefits, rewards programs,

celebrations, perks and a few surprises around every corner. Together, it all

adds up to a company that develops and retains passionate individuals who

deliver superior performance and measurable results to our clients.

Fun Fact: 31% of Assurance experts agree the best Saturday Night Live skit of

all time is \\"More Cowbell\\".

Assurance has won over a hundred workplace awards largely due to our

intentional and caring approach that begins with meeting our people where they

are, celebrating their differences and creating an inclusive environment.

Assurance is a proud equal opportunity employer. We celebrate diversity and we

are committed to equal employment opportunities regardless of age, race,

ethnicity, color, religion, creed, sex, sexual orientation, gender identity,

gender expression, national origin, marital status or civil partnership/union

status, veteran status, citizenship, pregnancy, genetic information, physical

or mental disability, or any other status or characteristic protected by

federal, state or local law.

Harassment or discrimination based upon any of the above is inconsistent with

our values and will not be tolerated; this includes harassment or

discrimination for being associated with or knowing someone that identifies

with any of the above.