The Bar Plan in St. Louis, MO provides solo, small and mid-sized firms with lawyers' professional liability insurance, business coverage, risk management, award-winning CLE and other essential insurance products and management services. The Bar Plan was born out of a crisis in the lawyers' professional liability (LPL) insurance market. When other carriers left the market, The Missouri Bar realized that Missouri attorneys would be in dire need of a stable, financially secure source for LPL insurance. Stepping up to fill the void, The Bar Plan was created and now proudly also serves Indiana, Kansas, New Mexico, and Tennessee.

Position Overview

The Customer Service Representative delivers professional and courteous service while maintaining relationships with clients and fostering relationships with prospective clients. Serving as a company and brand ambassador, they take responsibility for addressing customer concerns and questions, often acting as the main point of contact. This role requires independent problem-solving skills and the ability to work both swiftly and carefully to support new business opportunities and renewals in collaboration with Sales & Marketing and Underwriting teams. Candidates must be willing to acquire a Property and Casualty license within 90 days of hire. This position requires attendance at approximately 25% of company conferences, events, and related engagements.

Key Responsibilities

• Conduct proactive outreach to clients regarding policy updates, outstanding requirements, and upcoming renewal deadlines.

• Initiate and manage phone calls to clients to discuss coverage details, answer questions, and ensure all policy needs are addressed promptly.

• Collect payments by phone, including processing premiums, setting up payment arrangements, and confirming transactions in accordance with company procedures.

• Request and secure renewal bind instructions, ensuring all necessary documentation is received and submitted ahead of deadlines.

• Maintain active follow-ups on all accounts to ensure no outstanding items remain, including underwriting requests, missing documents, and payment issues.

• Provide clear explanations of coverage options, endorsements, and policy changes to support client understanding and satisfaction.

• Document all client interactions accurately in the CRM and ensure records are updated in real time.

• Coordinate with underwriting and internal teams to resolve client questions or concerns quickly and effectively.

• Monitor renewal pipelines to ensure timely communication and bind confirmations for all upcoming renewals.

• Identify potential service issues early and take initiative to resolve them before they escalate.

• Support retention efforts through consistent follow-up, clear communication, and proactive client service.

• Adhere to compliance, regulatory requirements, and internal service standards in every interaction.

• Occasionally attend and represent The Bar Plan at conferences, bar association meetings, and other industry events.

• Provide back-up support for office/reception staff as needed.

• Other duties as assigned.

Qualifications

• Bachelor's degree in a related field OR 2+ years of related experience and/or training.

• Willingness to study for and acquire Property & Casualty License and ongoing education to maintain license.

• Proficient in CRM software and Microsoft Office Suite.

• Skilled at multitasking, delivering excellent customer service, and proactively assisting customers.

• Strong verbal and written communication.

• Analytical and adept at solving problems.

Personal Attributes

• Demonstrates initiative and thrives within a small team environment.

• Works well with others, adapts easily, and focuses on finding effective solutions.

• Willingly engages with customers and communicates across departments to address problems.

• Maintains a professional and respectful attitude at all times.

Compensation & Benefits

$20-26 per hour 

Benefits include:

• Health insurance (majority of employee premium paid by the company)

• Dental insurance (company-paid)

• Vision insurance (majority of premium paid by the company)

• 401(k) Plan with Company Contributions

• Employee Assistance Program (EAP)

• Generous paid time off

• Hybrid work environment

How to Apply

Interested candidates should apply directly on LinkedIn, or submit their resume to clthebeau@thebarplan.com