About Us
For more than two decades, Union Insurance Group has designed its policies to specifically meet the unique needs of labor organizations. We insure more than 6,800 labor organizations across the country ranging from small Locals to Internationals. In addition to our headquarters in Chicago, we also have offices located in San Francisco and Washington, D.C.
Union Insurance Group is an equal opportunity employer. Beyond insuring working families, we are committed to giving back and supporting charitable organizations. For our 25-year anniversary, staff participated in 25 different volunteer opportunities. As an ongoing commitment, UIG has proudly pledged $2,000,000 to Helmets to Hardhats, Labor of Love and Union Sportsmen’s Alliance. In addition, each year the agency donates to St. Jude’s Children’s hospital during the holiday season.
Current Openings
Job Summary:
Reporting to the Vice President for Technology and Service, the Customer Service Representative is a key member of our team structure, ensuring client data is accurate and reliable. Working alongside an Account Manager and Account Executive, the Customer Service Representative plays an important role by delivering exceptional customer service to protect working families and helping UIG grow and develop. The Customer Service Representative’s day-to-day activities include internal interactions with UIG colleagues, external interactions with clients and underwriters, work within the management operating system, and ongoing education. Education is centered around increasing insurance knowledge and business acumen. Opportunity exists for a Customer Service Representative to move into an Account Manager position in the future.
Responsibilities:
- Developing and maintaining customer confidence and satisfaction through email and phone interactions, as well as preparing documents for customer and underwriter review.
- Verifying client risks and exposures are correctly matched to policy and initiating any required changes.
- Keeping the team on track by assisting with applications and setting up renewal and pre-renewal files.
- Solving problems by working with clients and companies to resolve issues, acting as a liaison when necessary and referring unresolved customer grievances or complex customer interactions to senior team members.
- Being a steward of customer data through input and maintenance of client information such as recording customer interactions and transactions and detailing inquiries, complaints and comments.
- Participate in UIG growth and development by attending agency meetings and following agency guidelines with a continual focus on quality and accuracy.
- Perform other duties as assigned.
Job Summary:
Reporting to the Vice President for Business Development, the Account Executive will have overall responsibility for the retention and development of a specified book of agency accounts. The Account Executive will work closely with an Account Manager and Customer Service Representative to service the agency accounts. The primary focus of this position is building client relationships while delivering excellent client service including coverage and service consultation, account development, claims handling, account management and becoming integrally involved in the agency’s formal Stewardship Process.
Responsibilities:
- Manage a book of agency accounts and is responsible for overseeing all aspects of servicing these accounts, including renewal business.
- Execute UIG directed program requirements, service plan implementation and coordination for assigned accounts.
- Provide direction and oversight to a service team which consists of an Account Manager and Customer Service Representative.
- Responsible for developing new business and producing revenue through cross-sales to existing clients.
- Works collaboratively with service team and across departments to accomplish production, retention, and customer service goals.
- Travel to meet with clients, as needed, and provide assistance in the production of new accounts, when required.
- Meet regularly with the service team, Account Executives and VP of Business Development, and attend agency meetings as requested.
- Other duties as assigned.