- Supports Account Managers, Producers, Account Executives, and other internal department members to flawlessly execute MMA Midwest's 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 options, 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 processes
- Maintains accurate and complete client data in agency management systems including policy detail, activities, and attachments
- Consistently achieves data integrity and meets activity timeliness, quality metrics, and goals
- Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action, and following up as requested
- Utilizes internal resources for identified processes to ensure efficiency and consistency in execution
- 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 execution
- Upon hire, Producers License for Life/Health
- BS/BA in Business, Insurance or related field
- Intermediate skill level in Microsoft Office Suite
- Medical, dental, vision, 401K benefits and more
- The flexibility to work at home or an office
- A paid day off to volunteer and company-organized volunteer events
- Up to $1,000 per year in matching charitable donations
- Up to $750 per year in wellness rewards
- A company-wide mentality that you can never appreciate your co-workers too much
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Financial Services Representative
1 week ago
Fidelity Investments Schaumburg, United States**Financial Services Representative** · Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a fut ...
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Guest Service Representative
1 week ago
MainStay Suites Detroit Farmington Hills Schaumburg, United States**Looking for someone that can help out at other location in the area. 3pm-11pm shift is wanted.** · **Would you like to join an incredible team of hotel ambassadors and work in a respectful and progressive environment that values what people bring to the team?** · Then you might ...
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Member Services Representative
1 week ago
Pinnacle Fit Clubs Llc Schaumburg, United StatesThe **Part Time Member Services Representative **will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members, and guests. · **Pay Rate** · 14.00 · **Schedule** · Part Time · - Satur ...
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Customer Service Representative
1 week ago
Solera Schaumburg, United States**Who We Are** · **The Role** · We are looking for an experienced and energetic Customer Service Representative who ranks in the top quartile among their peers. Someone who has a highly competitive and entrepreneurial mindset that is wired with a team-first attitude, has no probl ...
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Member Services Representative
1 week ago
Pinnacle Fit Clubs Llc Schaumburg, United StatesThe **Member Services Representative **will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members, and guests. · **Pay Rate** · 14.00 · **Schedule** · - Full Time · - Monday - Frid ...
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Customer Service Representative
2 days ago
Innovation Group North America Schaumburg, United States**This is a **hybrid role; 3 days in office (Schaumburg), 2 days remote.** · **About Innovation Group North America** · Innovation Group North America (IGNA) is part of a leading global insuretech business, helping the insurance market handle millions of claims each year in the m ...
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Compliance Services Representative
1 week ago
Marsh McLennan Agency, LLC Schaumburg, United StatesOverview: · The Compliance Services Representative provides administrative, research and sales support the Compliance team. They have a solid foundation of researching complex topics, keen attention to detail, and the critical thinking skills needed to help the Compliance Team se ...
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Customer Service Representative
1 week ago
Cintas Schaumburg, United States**Requisition Number**: 170680 · Cintas is seeking a Customer Service Representative to provide customer service to both our internal partners and our external customers through various activities. Responsibilities include answering customer calls and providing prompt issue resol ...
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Client Services Representative
1 week ago
PAYLOCITY CORPORATION Schaumburg, United StatesPaylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product ...
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Guest Service Representative
2 days ago
Marriott International, Inc Schaumburg, United States**Additional Information** Front Desk, Night Shift · **Job Number** · **Job Category** Rooms & Guest Services Operations · **Location** Renaissance Schaumburg Convention Center Hotel, 1551 N. Thoreau Drive, Schaumburg, Illinois, United States VIEW ON MAP · **Schedule** Full-Time ...
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Customer Service Representative
6 days ago
Derek Reiman - State Farm Agent Schaumburg, United States**Position Overview**: · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only State Farm insurance and fin ...
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Patient Service Representative
4 days ago
Comprehensive Urologic Care Hoffman Estates, United States**About our practice**: · We are proud to maintain being a private practice in the Chicagoland area for the past 40+ years and are committed to growing our practice. We understand that we cannot do this without the compassionate, determined, and hard-working staff that we have. I ...
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Customer Service and Sales Representative
4 days ago
Telecommunications Sales Firm Schaumburg, United StatesWe are a leading business consultancy in Chicago, is expanding its team to spearhead Verizon's 5G and wireless product and service rollout. We're committed to impacting product success by crafting personalized sales and communication strategies. Our partnership with Verizon under ...
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Lead Customer Service Representative
4 days ago
Golf Rose Animal Hospital Schaumburg, United StatesOverview: · **Golf Rose Animal Hospital** has an opportunity for a full time · **Lead Customer Service Representative **to join our team · Golf Rose Animal Hospital is a 24-hour emergency facility located in Schaumburg, Il. We are looking for a late shift emergency CSR who thrive ...
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Pinnacle Fit Clubs Llc Schaumburg, United StatesThe **Member Services Representative **will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members, and guests. · Pay Rate · **14.00** · **Schedule** · - Full Time · - Monday - Frid ...
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Ricky Rockets Fuel Center Hoffman Estates, United StatesCustomer Service Representative/Cashier · **Must be at least 21 years of age** · Your Daily Lift Off includes... · - Greeting the guest as they enter the location · - Scan the guest's items with a sense of urgency. · - Take ownership in the operations of the store, assist the gue ...
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Route Service Representative
2 days ago
ITU AbsorbTech Elk Grove Village, United StatesITU AbsorbTech is hiring a Route Service Representative (Route Driver) to join our team in Elk Grove Village, IL. In this position, you will: · - Provide excellent customer service to our customers. · - Remove used products (uniforms, floor mats, shop towels etc.) and replace it ...
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Member Service Representative
4 days ago
Planet Fitness Elk Grove Village, United StatesThe **Part Time Member Services Representative **will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members, and guests. · **Schedule** · - Part Time · - Saturday & Sunday: 11:30 A ...
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Member Service Representative
4 days ago
Planet Fitness Elk Grove Village, United StatesThe **Member Services Representative **will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members, and guests. · **Schedule** · - Full Time · - Monday - Friday: 5:00 AM to 1:00 PM ...
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Guest Service Representative
4 days ago
Holiday Inn Express Chicago NW - Arlington Heights Arlington Heights, United States**_the smiling face of and center_**: · **What's in it for you**: · - Insurance enrollment available from DAY 1 · - Paid time off available from DAY 1 · - Holiday pay available from DAY 1 · - 401(k) enrollment after 30 days · - Hotel and travel discounts at worldwide destination ...
Client Service Representative - Schaumburg, United States - Assurance Agency
Description
OverviewThe Client Service Representative (CSR) is the oil that makes our exceptional client service machine run smoothly. They perform transactions and tasks essential to managing efficient insurance, benefit, and/or risk management programs.
The CSR executes policy and plan changes, provides evidence of insurance, and helps create proposals that exhibit complex programs in more easily understood and comparative formats for our clients.
They assist in keeping our client information up to date in our agency management system, facilitating a collaborative service experience and empowering our client portal.
The CSR works closely with the full account servicing team to answer questions, access and deploy resources, place coverage, and negotiate terms and conditions on behalf of clients.
ResponsibilitiesEXECUTION OF CLIENT SERVICE
DATA AND PROCESS INTEGRITY
PEER RELATIONSHIPS
REQUIRED:
PREFERRED:
About Marsh McLennan Agency Midwest Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country.
MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development.
Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.A Great Place to Work. A Great Place to Perk.
Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth.
MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment.
We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.
Client Service Representative professionals in Schaumburg
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Romeo Ugalde
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