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Client Service Representative - Commercial Insurance Lines

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Job Details
Job Order Number
Company Name
Alera Group
Physical Address

Deerfield, IL 60015
Job Description


This is a support position requiring just one or two years of experience in Commerical Insurance. It is a foundational support/service role, providing superior day-to-day clientserviceby anticipating client needs and responding to client, producer and account manager questions and issues in a timely manner.


+ Preparing ID cards, binders, evidence of property & other certificate of insurance requests

+ Processing and documenting cancellations and reinstatements

+ Ordering and processing renewal and change requests with an emphasis on Business Insurance Risk Management

+ Processing and billing premium audits

+ Processing and billing renewal policies

+ Preparing and billing Bonds when required

+ Organizing insured’s copies of new and renewal policies in presentation binders for delivery by producer

+ Assisting in the preparation of new and renewal presentations

+ Maintaining accurate policy data in agency management system (AMS360)

+ Consistently maintaining client documentation in document managing system (Worksmart)

+ Maintaining a courteous and effective relationship with clients, co-workers, insurance carriers and other business contacts

+ Other responsibilities as assigned by manager


+ 1-2 years of Commercial Lines Agency experience in a highly automated, risk management focused environment strongly preferred

+ High School diploma or equivalent; Bachelor’s degree strongly preferred

+ Must have Illinois Property & Casualty license or obtain within 60 days of hire date

+ Experience with Microsoft Office Products with proficiency in Microsoft Word and Excel

+ Excellent organizational, interpersonal, communication skills and ability to work in a team environment that will also require working independently

+ Experience with AMS360 system a strong plus

Job Locations US-IL-Deerfield

ID 2019-1185

Category Customer Service/Support

Type Regular Full-Time

Firm Name GCG Financial, Inc.

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