Insurance Client Success Specialist

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

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.