Client Service Representative - Dubuque, United States - Access Dubuque

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    Description
    Client Service Representative (CSR)

    Kunkel & Associates, Inc.
    1 Positions

    ID:
    Posted On 04/26/2024

    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
    Primary Contact
    13337
    Kim Budde
    Director of Human Resources, HR

    Phone
    Phone
    Phone
    Fax

    Email
    True
    False
    False

    Job Details
    Categories
    Customer Service
    Insurance
    Location
    Dubuque, IA
    Job Type
    Employee
    Full/Part
    Full Time
    Company ID
    1111
    Job REQ #
    1767353
    \# Positions
    1
    Start Date

    End Date

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    Kunkel & Associates, Inc.

    About the Company

    Kunkel & Associates is a commercial insurance brokerage and consulting firm committed to providing quality service through unparalleled professionalism and personalized attention for over 15 years.
    Our team provides consultative solutions for your transportation, property and casualty, and employee benefits needs.

    Our organization continues to grow and develop by bringing innovative advantages to our clients; including:
    comprehensive nursing services, resource consulting, safety and loss control management, and claims management.

    Work with us, not for us.
    At Kunkel & Associates, we continue to search for talented individuals to join our team.

    If you are seeking a position that is rewarding, challenging, provides growth opportunities, and is fun, consider a career with us.

    Even if you don't see the position you're looking for, please still apply. We're always interested in talking to great people.

    K&A Locations:
    Dubuque, Iowa (Headquarters); Madison, Wisconsin and Kansas City, Kansas

    Check out our recruitment video:
    om/careers to learn more about what we do at Kunkel and our team members