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Client Service Representative (CSR) at Kunkel & Associates Inc
Dubuque, Iowa, United States -
Full Time

Start Date

Immediate

Expiry Date

09 Jun, 26

Salary

0.0

Posted On

11 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Certificate Of Insurance Processing, CSR24 Portal Management, Certificate Master Creation, Monthly Reporting, Change Request Processing, Non-premium Endorsements, Cancellation Certificates, Renewal Questionnaires, Loss Run Ordering, Motor Vehicle Record Review, Outlook, Word, Excel, PowerPoint, Communication Skills

Industry

Insurance

Description
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 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
Responsibilities
The Client Service Representative is responsible for executing various Property & Casualty (P&C) activities related to servicing and developing client insurance programs. Key duties include preparing special Certificates of Insurance, managing the CSR24 portal, creating reports, and processing endorsements and change requests.