Client Service Representative

The Client Service Representative is responsible for carrying out various P&C activities related to the servicing and development of clients' insurance programs.

Requirements

Key Responsibilities:

• Prepare and process "special" Certificates of Insurance, according to company guidelines

• Manage CSR24 portal for clients, including setting up access and troubleshooting technical issues

• Create and Renew certificate masters

• Create and manage monthly reports for clients

• Process change requests

• Check non-premium endorsements

• Send out cancellation certificates as needed

• Create and organize renewal questionnaires

• Order Loss Runs from insurance companies and review for large losses/reserves

• Review Motor Vehicle Records

• Assist administrative team as needed

• Other duties as assigned

Skills/Qualifications:

• BA or BS or applicable job experience

• 1-3 years experience in P&C or related field

• Must have strong Outlook, Word, Excel and PowerPoint Skills

• Ability to work in a fast-paced environment while adapting to changing deadlines and priorities

• Excellent verbal and written communication skills required