Client Service Representative (CSR)

Job Overview

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