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Client Services Representative

Remote, USA Full-time Posted 2025-11-03

Jewelers Mutual, the nation's only company exclusively insuring the jewelry industry, is seeking a dedicated Client Services Representative to join our team! This is an exciting opportunity to build a career with a company driven by Agility, Accountability, and Relevance. As a Client Services Representative, you'll be the voice of Jewelers Mutual, providing exceptional support to our clients and field agents. You'll play a key role in fostering strong relationships, ensuring policy accuracy, and contributing to the growth of our business.


Position Summary:

Provide superior service to current and future policyholders by effectively marketing products and building strong relationships to meet service and retention goals; Provides general support to JMI field agents to facilitate new business growth.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Provide excellent service to policyholders and become a resource for them for any policy questions and requests
  • Build and maintain strong relationships with clients and brokers through effective and positive communication
  • Manage the completion of policy renewals, endorsements, and cancellations
  • Proactively solicit feedback from clients to better understand their needs and to ensure policies and limits of coverage in force are adequate, recommending changes as appropriate
  • Increase or add additional coverage to policies when appropriate
  • Maximize opportunities to educate clients and brokers about loss prevention and security strategies, product features and carrier underwriting recommendations
  • Maintain accurate client data in agency management system and ImageRight system
  • Identify and recommend process improvement opportunities
  • Participate in a variety of projects

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications:

  • Excellent customer service skills
  • Embrace change and excel in an innovative environment
  • Share knowledge with the team
  • Must have an interest in continuously learning
  • Must be able to obtain Property/Casualty Insurance Agent License within 2 months of employment
  • Must be able to obtain Certified Insurance Service Representative designation

Education and/or Experience:

  • High school diploma is required, Bachelor's degree is preferred
  • Must have previous customer service experience
  • Prefer 2-4 years of industry experience in insurance or agency relations
  • An equivalent combination of education and/or experience may be considered
  • Prefer in progress Certified Insurance Counselor (CIC) designation

Computer Skills:

Intermediate skills in the MS Word, Excel, and Outlook.

Skills & Behaviors:

(Details omitted for brevity - refer to original job description)

Education & Experience:

(Details omitted for brevity - refer to original job description)

Licenses & Certifications:

Property/Casualty Insurance Agent License, Certified Insurance Service Representative designation (or in progress).

Take the Next Step

Are you ready for this challenge? Apply now and let's discuss how you can become a vital part of our success story.

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