Client Service Representative (CSR)
- LocationDubuque, IA, US
- Work typeOn-site
- Posted2 November 2026
- SourceKunkel & Associates's careers page (Paylocity)
Live checkFirst seen 6 days ago; still listed on Kunkel & Associates's careers page 7 h ago.
At a glance
- Experience1 to 3 years
- EducationBachelor's degree
- Skills and toolsExcel, PowerPoint
Read from the ad by RoleFinder, with rules and an AI reading; the description is the source.
About the role
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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