insurance client service representative - Charlotte

Only for registered members Charlotte, United States

1 month ago

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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.

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, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
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