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Jewelers Mutual Group · 17 hours ago

Sr Client Service Representative

New York, NY

Full-time

Onsite

Mid, Senior Level

$75K/yr - $110K/yr

4+ years exp

Jewelers Mutual Group is committed to supporting the Jewelry industry and delivering exceptional service. As a Senior Client Service Representative, you will mentor junior staff, manage policy renewals, and ensure client satisfaction through effective communication and support.

Financial ServicesInsuranceJewelryManufacturing

Comp. & Benefits

Responsibilities

Mentor and coach junior CSR staff, providing training, feedback, and professional development opportunities to enhance team performance and service delivery

Retain clients by building strong relationships and ultimately becoming a strategic business partner. In collaboration with producer partners, coordinates and facilitates policy renewals, ensuring timely and accurate completion of renewal processes for complex accounts and/or a larger book of business. Communicates with clients regarding renewal options, premiums, and any necessary updates or changes to their policies

Provide assistance to specific 1099 producers as needed, supporting their client service and sales activities. Collaborate with producers to understand client needs and preferences, offering support in meeting client expectations

Ensure client satisfaction by delivering high-quality service and resolving issues in a timely manner. Address daily client inquiries, concerns, and issues promptly and effectively, either independently or in coordination with producers. Assist clients with policy-related questions, coverage inquiries, claims assistance, and other service-related matters

Maintain accurate client records, policy documentation, and renewal schedules. Process policy endorsements, amendments, and other administrative tasks accurately and efficiently. Assist with maintaining compliance with industry regulations and agency standards

Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery. Contribute to the development and implementation of client service standards, best practices, and performance metrics, fostering a culture of continuous improvement and excellence

Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols

Qualification

Property & Casualty licenseInsurance knowledgeCISR designationCIC designationClient service experienceComputer proficiencyCommunication skillsInterpersonal skillsOrganizational skillsTime managementTeam collaboration

Required

High school diploma or equivalent; additional education is a plus

4+ years of experience in insurance client service, support, or related roles preferred, with a track record of success in managing complex accounts and delivering exceptional service

Active Property & Casualty insurance license required

Advanced knowledge of insurance products, coverage options, and regulatory requirements, with a focus on Commercial and Specialty markets

Proven ability to thrive in a dynamic, fast-paced environment and adapt to changing priorities and business needs

Excellent communication and interpersonal skills

Ability to work collaboratively with producers and other team members

Proficiency in using computer applications and agency-specific software

Detail-oriented with excellent organizational and time management skills

Preferred

Achievement or active progress toward industry designation preferred, such as CISR (Certified Insurance Service Representative), CIC (Certified Insurance Counselor), or similar