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Form of workJob Description
Client Service Representative
Summary:
The successful candidate will be in a servicing role, working as a liaison between retail agency clients and insurance companies. After accounts are obtained by the brokerage team, the CSR handles most post-binding activities.
Job Description:
- Set up and maintain paperless files
- Prepare tax filings
- Process midterm policy changes (endorsements) and cancellations
- Review policies and endorsements for accuracy
Requirements:
- Self-motivation and independence
- Work independently or collaboratively
- Critical thinking – ability to learn, problem solve, and troubleshoot
- Attention to detail
- Ability to prioritize tasks/jobs
- Ability to learn, retain, and adapt to changes in the marketplace
- Proficient time management including ability to meet deadlines
- Strong technical skills including experience with Microsoft Office Suite
- Advanced written and verbal communication skills
- Ability to build and foster relationships with agents and carriers
- Energy and positive attitude
Salary/Benefits:
- Pay range dependent on skill and contribution level
- Remote working schedule
- Competitive benefits package
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