Insurance Client Service Representative

Overview

Join our dynamic team as an Insurance Client Service Representative. This position offers an exciting opportunity to develop your skills in client services, cross-functional collaboration within a fast-paced, innovative environment. Candidate MUST have experience with a commercial insurance agency or company.

Responsibilities

• File management (ShareFile or similar)
• Generate all documents for Captive Formations and annual board meetings.
• Schedule all Board of Directors meetings with account managers and clients
• Update underwriting data for policy renewals in company underwriting system.
• Generate policies, contracts, quarterly insured memos, annual reports and Premium Tax Reports for all clients
• Office Management - Order all supplies; arrange travel as needed, manage community calendar, coordinate mail/shipping; general office administration.
• Proven experience in customer relationship management (CRM) systems
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and documentation purposes.
• Proficiency in e-sign software, Adobe Acrobat

Join us in delivering outstanding client experiences while advancing your career in a vibrant environment that values initiative, collaboration, and continuous growth!

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person