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Client Service Representative (Commercial Insurance)

Client Services | Chicago, IL | Full Time

Job Description

Insureon is transforming the insurance industry through innovative distribution strategies, best-in-breed technology, and an unwavering commitment to serving our customers. We’ve become one of the most prominent companies in the Insurtech revolution by challenging conventional thinking and finding unconventional solutions to the industry’s problems. Our efforts have gotten attention, too – we’ve received awards from Entrepreneur Magazine (30th best privately owned company in 2016), Inc. Magazine (named one of the fastest-growing companies in 2014 and 2015), Insurance Journal (one of the Top 100 Property & Casualty Agencies in 2014, 2015, and 2016), Lexus Nexus (Most Innovative Insurtech award in 2017), and Crain’s Fast 50 in 2017.



The Client Service Representative works closely with Account Managers in managing or supporting daily activity on a book of business.  This includes performing and supporting all daily service requests.  The CSR also supports our Producers with servicing of new business clients.    


Primary Duties

  • Manage and handle incoming inquiry calls and emails from our Account Managers, Insureon clients and carriers
  • Maintain client records by updating account information in our agency management system (TRUDI)
  • Process and issue a high volume of Commercial Certificates of Insurance
  • Request endorsements from our insurance carriers and send to client after checking for accuracy
  • Review policies for accuracy and send to clients
  • Process policy audits, claims, cancellations and reinstatements
  • Complete other service duties and tasks as assigned/directed to handle by the service team manager
  • Tend to assigned suspenses and queues to assure that all items are completed by end of work day
  • Accurately answer questions and resolve issues with our clients and carriers
  • Plan and prioritize service activities to achieve desired results within necessary time frames
  • Effectively utilize on-line carrier resources, automation tools, and computer software packages


Approach to Work

  • Prepared to go above and beyond to provide our clients with a quality service experience
  • Determined and focused on delivering results and meeting daily KPI’s
  • Continuously developing and strengthening the skills required for success in the client services position to prepare for additional responsibility
  • Build rapport to make every client service interaction a positive experience and produce client satisfaction
  • Resolve service problems by clarifying the client's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
  • Contribute to team effort by accomplishing daily goals
  • Maintain knowledge of strategic direction and plan, including goals and objectives to achieve quality service results for our clients



  • At least 2 years of commercial insurance customer service experience
  • Currently Licensed with a Property and Casualty Insurance Producers License 
  • Strong working knowledge of processing and issuing Commercial Certificates of Insurance 
  • Microsoft Office experience (Word, Power Point, Excel, Outlook)
  • Extremely organized and able to prioritize multiple tasks
  • Eager to be a part of shaping the future of insurance
  • Comfortable in a quickly changing and dynamic environment
  • Takes pride in delivering high quality client service and satisfaction
  • Self-confident with strong written and verbal communication skills