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Client Service Representative
Alera Group Deerfield, IL
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$95k-123k (estimate)
Full Time 7 Days Ago
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Alera Group is Hiring a Client Service Representative Near Deerfield, IL

Overview:

GCG Financial, an Alera Group Company is seeking a Client Service Representative to join their Property & Casualty t eam.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what youre looking for, this is your chance to be part of an amazing organization!

GCG Financial was founded in 1975 and measures our success by the strength of our relationships. As an Alera Group company, collaboration is the foundation of how we do business. Our close-knit, family culture is why employees join GCG and stay for decades. We laugh, we have fun, we support our community and we are the driving force behind the companys 45 years of success.

Responsibilities:

As a Client Service Representative, you must excel in providing superior day to day client service by anticipating client needs and responding to client, producer and account manager questions and issues in a timely manner.

  • Ordering and processing renewal and change requests with an emphasis on Business Insurance Risk Management
  • Preparing ID cards, binders, evidence of property & other certificate of insurance requests
  • Processing and documenting cancellations and reinstatements
  • Processing and billing premium audits
  • Processing and billing renewal policies
  • Preparing and billing Bonds when required
  • Assisting with preparation of renewal exposure workbooks
  • Creating first draft of renewal proposals
  • Organizing insured's copies of new and renewal policies for delivery to client
  • Maintaining accurate policy data in the agency management system (AMS360)
  • Consistently Maintaining client documentation in the document managing system (Worksmart)
  • Maintaining a courteous and effective relationship with clients, co-workers, insurance carriers, and other business contacts
  • Other responsibilities as assigned by the Manager
Qualifications:
  • High School diploma or equivalent. Bachelors degree preferred, but not required.
  • 1-2 years of Commercial Lines Agency experience in a highly automated, risk management-focused environment.
  • Must have Illinois Property & Casualty license or obtain within 60 days of hire date.
  • Proficiency in MS Office Suite (Word and Excel proficiency required)
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment that will also require working independently
  • Experience with AMS360 system a strong plus
Equal Opportunity Employment:

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

#LI-KB1

#LI-Hybrid

Job Summary

JOB TYPE

Full Time

SALARY

$95k-123k (estimate)

POST DATE

06/28/2024

EXPIRATION DATE

07/14/2024

WEBSITE

aleragroup.com

HEADQUARTERS

DEERFIELD, IL

SIZE

1,000 - 3,000

FOUNDED

2017

TYPE

Private

CEO

ALAN LEVITZ

REVENUE

$200M - $500M

INDUSTRY

Insurance

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About Alera Group

Alera is an insurance brokerage firm that provides employee benefits, property, casualty insurance, risk and wealth management services.

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The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Representative job description and responsibilities

Client services representatives manage client relationships and provide customer support.

02/07/2022: Monterey, CA

Promoting and maintain positive customer relations utilizing service excellence techniques.

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Client service representatives are responsible for taking care of users who have a hard time with some business element.

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Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.

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Have an understanding and reception to clients' needs and give proactive customer support.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Representative jobs

Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.

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A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.

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Should have a proven customer support experience or experience as a client service representative.

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Learn to resolve problems and prevent client dissatisfaction.

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One year related experience required with customer service preferred.

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Step 3: View the best colleges and universities for Client Service Representative.

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