Client Service Representative (CSR)

Kunkel Inc; Dubuque (IA); On-site; USD 40,000 - 55,000; Full time

Job summary

A reputable insurance company in Dubuque, Iowa is seeking a Client Service Representative responsible for servicing and developing clients' insurance programs. The ideal candidate will prepare Certificates of Insurance, manage the CSR24 portal, and create reports. The role requires a BA/BS or relevant experience, and 1-3 years in P&C. Strong skills in Outlook, Word, Excel, and PowerPoint are essential, along with excellent communication abilities. Adaptability in a fast-paced work setting is critical.

Qualifications

• 1-3 years experience in P&C or related field.
• Ability to work in a fast-paced environment while adapting to changing deadlines and priorities.
• Excellent verbal and written communication skills required.

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 manage monthly reports for clients.

Skills

Outlook

Word

Excel

PowerPoint

Communication skills

Adaptability

Education

BA or BS or applicable job experience

Job 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.

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