Client Service Representative - Personal Insurance and Investments Details

Client Service Representative - Personal Insurance and Investments

Alera Group - New Richmond, WI

Employment Type : Full-Time

Overview:
The Client Service Representative for Personal Insurance and Investments will report to the Personal Markets Team Lead. Considered a customer facing service role, the Client Service Representative has the primary responsibility for supporting the Personal Markets team with proactively managing the customer service timeline. Position requires extensive contact with clients through proactive outreach, post meeting follow-up and providing fanatical attention to service, consistency & detail.
To be successful in this role, you need to be able to quickly identify complex problems and review related information to develop and evaluate options and implement solutions. Ability to navigate complex systems allowing you to balance multiple priorities on behalf of the team. Anticipate client needs and potential hurdles with a solution focused mindset. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
JA Counter, an Alera Group Company is as an investment and insurance agency, specializing in individual and employer sponsored risk and benefit consulting. Our mission is to provide exceptional service to our clients as we provide innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism. We accomplish this through knowledgeable employees by providing an environment so they can and bring value to this mission by:

• Expecting far more from ourselves than we do from others
• Being pioneers with the courage to take reasonable risks
• Inspiring excellence and success
• Leading with integrity and wisdom
• Having fanatical attention to service, consistency and detail

Through the pillars of The Collaborative Way, Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States. We provide the best of both worlds: national scope and world-class local service. The Collaborative Way comes to life through:

• Listening Generously
• Speaking Straight
• Honoring Commitments
• Being For Each Other
• Acknowledging & Appreciating

Responsibilities:

• Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Resolve customers' service or billing complaints by performing activities such as calling carriers and checking to ensure that appropriate changes were made to resolve customers' problems.
• Complete contract forms, prepare change of address records, or issue service discontinuance, using computers.
• Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
• Proactively manage the Personal Markets Team Marketing Initiatives.
• Ensure marketing and communications are coordinated, including the development and distribution of all marketing collateral.
• Adhere to all corporate compliance and regulatory policies and procedures.
• Represent JA Counter, Alera Group in the highest regard internally and externally.
• Provide back-up to the front desk receptionist when necessary.

Qualifications:

• Must have or obtain WI & MN Life and Health License within 90 days of employment.
• Minimum of 3 years’ experience and a demonstrated track record of accomplishments.
• Demonstrated success in client service.
• Excellent computer skills including all Microsoft Office applications (Word, Excel, Outlook, PowerPoint, Teams) required. Experience with CRM systems.
• Must be able to work independently.
• Strong interpersonal skills, good judgement, and be capable of communicating with a diverse range of individuals.
• Proven technical skills as it relates to building and managing a marketing plan.

Equal Opportunity Employment: We're an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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