Client Service Representative (CSR)
Kunkel & Associates Inc•Dubuque, IA
About The Position
The Client Service Representative is responsible for carrying out various P&C activities related to the servicing and development of clients’ insurance programs.
Requirements
- 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
