Client Service Representative (CSR)
: Job Details :


Client Service Representative (CSR)

Kunkel & Associates

Job Location : Dubuque,IA, USA

Posted on : 2025-08-16T17:26:46Z

Job Description :
Prepare and process special Certificates of Insurance, according to company guidelines - Manage CSR 24 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...Client Service, Representative, Service, Retail, Client
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