Client Service Representative

Job Overview

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