Client Service Representative (CSR)

Client Service Representative (CSR)

Kunkel & Associates, Inc.

1 Positions

ID: 1767353

Posted On 06/18/2024

Job Overview

The Client Service Representative is responsible for carrying out various P&C activities related to the servicing and development of clients’ insurance programs.

Requirements

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

Primary Contact

13337

Kim Budde

Director of Human Resources, HR

563-585-2310

Phone

Phone

Phone

Fax

[email protected]

Email

True

False

False

Job Details

Categories

Customer Service

Insurance

Location

Dubuque, IA

Job Type

Employee

Full/Part

Full Time

Company ID

1111

Job REQ #

1767353

# Positions

1

Start Date

20240618

End Date

20240725

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Kunkel & Associates, Inc.

About the Company

Kunkel & Associates

is a commercial insurance brokerage and consulting firm committed to providing quality service through unparalleled professionalism and personalized attention for over 15 years.

Our team provides consultative solutions for your transportation, property and casualty, and employee benefits needs. Our organization continues to grow and develop by bringing innovative advantages to our clients; including: comprehensive nursing services, resource consulting, safety and loss control management, and claims management.

Work with us, not for us.

At Kunkel & Associates, we continue to search for talented individuals to join our team. If you are seeking a position that is rewarding, challenging, provides growth opportunities, and is fun, consider a career with us. Even if you don’t see the position you’re looking for, please still apply. We’re always interested in talking to great people.

K&A Locations: Dubuque, Iowa (Headquarters); Madison, Wisconsin and Kansas City, Kansas

Check out our recruitment video: https://kunkel-inc.com/careers to learn more about what we do at Kunkel and our team members!