The Bar Plan Mutual · 2 days ago
Customer Service Representative
St Louis, MO
Full-time
Hybrid
Entry Level
$20/hr - $26/hr
2+ years expThe Bar Plan Mutual is seeking a Customer Service Representative to deliver professional and courteous service while maintaining relationships with clients. This role involves addressing customer concerns, conducting outreach regarding policy updates, and supporting business opportunities in collaboration with Sales & Marketing and Underwriting teams.
Insurance
Responsibilities
Conduct proactive outreach to clients regarding policy updates, outstanding requirements, and upcoming renewal deadlines
Initiate and manage phone calls to clients to discuss coverage details, answer questions, and ensure all policy needs are addressed promptly
Collect payments by phone, including processing premiums, setting up payment arrangements, and confirming transactions in accordance with company procedures
Request and secure renewal bind instructions, ensuring all necessary documentation is received and submitted ahead of deadlines
Maintain active follow-ups on all accounts to ensure no outstanding items remain, including underwriting requests, missing documents, and payment issues
Provide clear explanations of coverage options, endorsements, and policy changes to support client understanding and satisfaction
Document all client interactions accurately in the CRM and ensure records are updated in real time
Coordinate with underwriting and internal teams to resolve client questions or concerns quickly and effectively
Monitor renewal pipelines to ensure timely communication and bind confirmations for all upcoming renewals
Identify potential service issues early and take initiative to resolve them before they escalate
Support retention efforts through consistent follow-up, clear communication, and proactive client service
Adhere to compliance, regulatory requirements, and internal service standards in every interaction
Provide back-up support for office/reception staff as needed
Qualification
Required
Bachelor's degree in a related field OR 2+ years of related experience and/or training
Willingness to study for and acquire Property & Casualty License and ongoing education to maintain license
Proficient in CRM software and Microsoft Office Suite
Skilled at multitasking, delivering excellent customer service, and proactively assisting customers
Strong verbal and written communication
Analytical and adept at solving problems
Benefits
Health insurance (majority of employee premium paid by the company)
Dental insurance (fully paid for by company)
Vision (majority of premium paid by the company)
401k
EAP
Generous time off
Hybrid work
Family atmosphere
Company
The Bar Plan Mutual
The Bar Plan Mutual Insurance Company writes lawyers' professional liability insurance in Missouri, Kansas, New Mexico, Tennessee and Indiana.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Greg Klaus
CFO
Tina Daniels
Chief Financial Officer
Company data provided by crunchbase