Client Services Representative

Are you somewhere between a "numbers person" and "language person"? Consider a career at Tave Risk Management to work both sides of your brain! We seek a Client Service Representative (CSR) to join our growing team in an unbeatable location in the West Loop of Chicago. This is an excellent opportunity to learn and grow in the insurance industry while working on large, prestigious accounts. Attention-to-detail, excellent organizational skills, and timeliness are must-haves.

Founded in 2000, Tave Risk Management has grown into a highly respected insurance brokerage firm offering unparalleled, individualized customer service for the complex needs of our clients. We service large national accounts, small commercial accounts, large not-for-profits, and private clients. We partner with our clients in their daily risk management and offer solutions that impact the needs of their business.

Responsibilities

  • Assist Client Executive with account servicing
  • Issue certificates of insurance
  • Prepare binders, Auto ID cards, invoices, and schedules of insurance
  • Maintain and update client data, policy information, and policy files
  • Process endorsement requests
  • Prepare applications, historical exposure information, and team charts, graphs and information required for client presentations
  • Assist with policy reviews and premium comparisons
  • Reconcile policy and installment invoices
  • Input and issue endorsements, policies, and coverage quotations using online carrier systems
  • Enter and track endorsement and policy issuance activities in agency management software (Applied TAM)
  • Summarize loss experience
  • Provide support for new business development, including presentations, group mailings, prospect research.
  • Assist IT for the Agency Management System as needed
  • Assist the Principal on special projects as needed

Requirements

  • Bachelor's degree required
  • 1-3 years of experience working in an office environment
  • Experience using an agency management software a plus
  • Microsoft Office (Advanced Excel. Proficient Word, PowerPoint, and Outlook.)
  • Excellent written and verbal communication skills

What WE Offer

  • Competitive pay and PTO
  • Great benefits (Medical, Dental, Vision, Life, Disability, Commuter, etc.)
  • 401(k)
  • Free Office Gym
  • Great location right above Ogilvie Transportation Center
  • Professional Development

Apply Now