Client Service Representative (CSR)
Kunkel & Associates · kunkel-inc.com
DubuqueEntry level1–3 yrs
The job in short
Client service rep.
ExcelInsurance
Details
- Found
- 23 d ago · posted 2026-03-10
- Location as listed
- Dubuque, IA, US
- Role
- Customer Service Representative
- Source
- The company’s own careers site
Full description
Description
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
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