Client Services Representative

• Process policies, endorsements, audits, and other client documents in the agency management system with a focus on accuracy and timeliness.
• Enter premium related information into the system to create records and invoices.
• Prepare client documents for delivery via email, US Mail or hand delivery.
• Maintain an outstanding level of data integrity in the agency management system.
• Provide routine consultation to clients and act as back up to Account Managers.
• Assist with accounting issues relative to premium and commission discrepancies and accounts receivable.
• Help direct clients with payment instructions, receipt of various premium notices from carriers and finance companies.
• Manage certificate holder lists.
• Prepare and send renewal and midterm certificates of insurance, evidence of property insurance, auto ID cards and other proofs of insurance.

Senior Client Service Representative, Business Insurance – Surety

Business Insurance Client Service Representative

Client Services Representative

Senior Client Service Manager, Institutional Trust

Senior Client Service Representative