Client Service Representative

VenbrookSC
147d$72,000

About The Position

The Client Service Representative role is a remote position designed for individuals early in their career with 1–2 years of experience in the insurance industry. While fully remote, the preferred location for this role is on the East Coast or in the Midwest to best align with client and team support needs. This role provides exposure to commercial insurance operations while supporting an assigned client base under the guidance of Account Executives and Brokers.

Requirements

  • 1–2 years of experience in the insurance industry (commercial lines preferred).
  • Bachelor’s degree in Business, Risk Management, or related field preferred.
  • Property/Casualty License helpful (sponsorship available if not currently licensed).
  • Strong written and verbal communication skills.
  • High attention to detail and accuracy in documentation.
  • Ability to prioritize workload and meet deadlines.
  • Customer service oriented with strong interpersonal skills.
  • Collaborative team player with a client-first mindset.

Nice To Haves

  • Experience with AMS 360 or other agency management systems preferred.

Responsibilities

  • Manage daily processing of endorsements, coverage/policy changes, billings, certificates, audits, and general correspondence.
  • Maintain accurate and organized client files in accordance with Venbrook’s policies and procedures.
  • Support Account Executives by collecting renewal information and preparing client documentation.
  • Develop and maintain professional relationships with clients, carriers, and Venbrook staff.
  • Review policies for accuracy, issue binders, process invoices, and set up files.
  • Assist in preparing underwriting submissions and gathering required documents for renewal applications.
  • Order loss runs and ensure renewal documents are obtained from carriers/wholesalers.
  • Follow up with markets and monitor quote/underwriting processes as directed.

Benefits

  • 401k + employee match
  • Medical, dental, vision, life, and disability insurance
  • Paid Time Off (PTO)
  • Paid Holidays
  • Paid Sick Leave
  • Professional development programs
  • Work-life quality and flexibility
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