Client Service Representative (CSR)

Description

 The Client Service Representative is responsible for carrying out a wide range of Property & Casualty activities related to servicing and developing clients’ insurance programs. This role provides critical support to clients and the P&C team by ensuring timely and accurate handling of policy changes, certificates, and reports, while delivering excellent customer service. 

 Key Responsibilities:

• Provide backup support to the front desk, including handling rollover calls and, when necessary, covering the front desk to greet visitors and manage building access.
• Issue “Special” Certificates of Insurance, including reviewing insurance requirements on contracts to ensure compliance.
• Create new and renewal certificate masters.
• Process cancellation certificates as needed.
• Manage CSR24 portal for clients, including setting up access and troubleshooting technical issues.
• Create and manage monthly reports for clients.
• Process change requests.
• Handle Monthly Report Mid-Term Premium Adjustment (MRMT) activities.
• Process non-premium bearing and monthly report endorsements.
• Review motor vehicle records.
• Prepare renewal questionnaires.
• Order loss runs from insurance companies and review for large losses/reserves.
• Create occupational accident packets.
• Participate in client on-boarding calls to ensure a smooth transition and understanding of services.
• Assist in training and development of new hires, providing guidance and support.
• Provide high-quality customer service to internal and external clients.
• Assist the P&C Department with various projects and other assistance as needed.
• Gain knowledge of the insurance industry through training and development opportunities.
• Other duties as required

Requirements

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

Attendance and Reliability:

• Regular and reliable attendance, punctuality, and consistent availability during established work hours are essential to this position. Employees are expected to report to work as scheduled, be prepared to begin work at their scheduled start time, and maintain dependable attendance to support clients, coworkers, and business operations. Reasonable accommodations will be considered in accordance with applicable law.

Additional Information

• P&C License not required.