insurance client service representative - Charlotte
1 month ago

Job summary
The Client Service Representative (CSR) supports the team by providing professional and friendly service to clients.This includes answering the phone, executing policy and plan changes, keeping client information up to date,
and creating proposals.
- Spend time with clients on phone,
emails or in person to answer and execute service questions. - Work with producers
to gather information and provide recommendations for clients' renewals. - Maintain thorough notes
and up-to-date client information using agency management software.
Job description
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