Client Services Representative

Job ID
# of Openings
Employee Benefits Service
Office Location
7789 Oswego Rd
Location : Location


AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.



The Client Services Representative will work collaboratively with the Account Executive and the Producer as the dedicated point of contact for clients.


Essential Duties and Responsibilities:

  • Understanding all insurance products/employee benefit programs (medical, dental, disability, etc.)
  • Requesting proposals from insurance carriers
  • Problem solving for clients
  • Completing financial reports
  • Creating client presentations
  • Updating agency system with completed activities
  • Reviewing information received for accuracy
  • Spreadsheeting marketing information received
  • Analyzing data received to determine best client solution
  • Presenting it to the sales team or client
  • Coordinating carrier meetings and phone calls
  • Staying up to date with carrier product portfolios
  • Implementing new insurance products
  • Keeping detailed checklists of implementation and information needed
  • Constantly prioritizing and juggling outstanding tasks
  • Working with the client services team on quality assurance (QA)checks
  • Working with Excel daily
  • Possible work with online enrollment portal


Minimum Qualifications, Education and/or Experience:

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
  • College degree or experience equivalent.

Certificates, Licenses, Registrations: Life, Accident & Health License                                                                                                                              


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