Client Service Representative (CSR)

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

Requirements

• 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