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    Client Service Representative - Dubuque, United States - Kunkel & Associates Inc

    Kunkel & Associates Inc
    Kunkel & Associates Inc Dubuque, United States

    2 weeks ago

    Default job background
    Description
    The Client Service Representative is responsible for carrying out various P&C activities related to the servicing and development of clients' insurance programs

    RequirementsKey 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 assignedSkills/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
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