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Alera Group
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Client service representative
Alera Group Easton, MD
$41k-52k (estimate)
Full Time | Insurance 3 Weeks Ago
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Alera Group is Hiring a Client service representative Near Easton, MD

OVERVIEW Avon-Dixon, an Alera Group Company is seeking a Commercial Lines Client Services Representative to join their Commercial Lines Property & Casualty team.

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 you’re looking for, this is your chance to be part of an amazing organization! The Avon-Dixon Insurance Agency is a full-service insurance agency with a rich history dating back to 1850.

Our independent agents have developed strong relationships with multiple insurance carriers allowing our agents to compare coverage and pricing to find clients the best insurance policies at the best rate.

As a Commercial Lines Client Services Representative, you will serve as the primary service provider on a commercial book of business and be the point of contact for those clients.

The Commercial Lines Client Service Representative will work both independently with clients and with producers to service existing personal lines policies and also quote new products for existing and new clients.

RESPONSIBILITIES Adhere to all agency operational policies / processes to ensure client satisfaction and delivery of quality service to manage and meet unique client needs.

Prepare quotes, explain coverage, and make recommendations to ensure client / prospects understand coverage Request endorsements and policy changes from the insurance company.

Negotiate with carriers to create the best combination of coverage and premium. Follow up on billing issues. Collect new and renewal data on assigned accounts.

Identify cross-selling opportunities on current clients. Stay informed of industry changes and product offerings. Attend training and meetings held by the agency.

QUALIFICATIONS High school diploma or equivalent is required. Minimum of three (3) years of experience in related position, preferred.

Property & Casualty Insurance License required. Working knowledge of commercial insurance products and services, along with the operating policies and procedures that impact those products.

BENEFITS 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-Remote #LI-AM1High school diploma or equivalent is required.

Minimum of three (3) years of experience in related position, preferred. Property & Casualty Insurance License required.

Working knowledge of commercial insurance products and services, along with the operating policies and procedures that impact those products.

Adhere to all agency operational policies / processes to ensure client satisfaction and delivery of quality service to manage and meet unique client needs.

Set up and maintain accurate and complete client data in agency management system. Respond to client, producer, mortgage company and company underwriter requests in a timely, effective, and professional manner.

Prepare quotes, explain coverage, and make recommendations to ensure client / prospects understand coverage Request endorsements and policy changes from the insurance company.

Negotiate with carriers to create the best combination of coverage and premium. Follow up on billing issues. Collect new and renewal data on assigned accounts.

Identify cross-selling opportunities on current clients. Stay informed of industry changes and product offerings. Attend training and meetings held by the agency.

Last updated : 2024-05-09

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$41k-52k (estimate)

POST DATE

05/10/2024

EXPIRATION DATE

06/21/2024

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.

02/20/2022: Richmond, VA

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.

12/22/2021: Altus, OK

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

01/29/2022: Huntington, WV

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.

01/10/2022: Long Beach, CA

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

12/28/2021: Anderson, IN

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

01/05/2022: Ann Arbor, MI

Learn to resolve problems and prevent client dissatisfaction.

01/07/2022: Bradenton, FL

One year related experience required with customer service preferred.

12/31/2021: La Crosse, WI

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

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