Client Service Representative jobs in United States
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Worthy Insurance · 10 hours ago

Client Service Representative

Worthy Insurance is focused on providing creative insurance solutions to the healthcare, social service, and real estate industries. They are seeking a Client Service Specialist to support their Servicing Department, which involves assisting Account Executives and completing insurance applications.

Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceProperty Insurance

Responsibilities

Complete insurance applications in coordination with agency Account Executives
Collaborate with Account Executives in preparing summaries of insurance, schedules, and proposals
Process certificates of insurance and evidences of property
Assist Account Executives in preparing renewal and new business submissions
Document conversations with clients and carrier personnel in our agency management system
Assist Risk Management team in assembling of analysis

Qualification

Property & Casualty InsuranceAgency management systemMicrosoft software packagesOral communicationWritten communicationCollege DegreeObtain licenseCreative problem-solvingTime managementAttention to detail

Required

Proficient with computers and standard Microsoft software packages
Excellent oral and written communication
Creative problem-solving skills
Exceptional time management and attention to detail
Michigan/Illinois/New Jersey Property & Casualty license OR ability to pass the exam within 30 days of hire

Preferred

College Degree OR equivalent work experience
1+ years of Property & Casualty Insurance experience
Property & Casualty agency management system

Benefits

401(k) matching
Company parties
Competitive salary
Dental insurance
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Vision insurance
Generous Paid Time Off
401k with company match
Health, Dental, and Vision Insurance
Disability and life insurance
Insurance education bonus program
Paid Time Off for Volunteering

Company

Worthy Insurance

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Worthy Insurance provides personal and business insurance services.

Funding

Current Stage
Early Stage

Leadership Team

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David Kaplan
Chief Executive Officer
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Nathan Davis
Founder
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Company data provided by crunchbase