Description
The Insurance Client Services Representative handles routine client inquiries, maintains client records, prepares correspondence, reviews policies and endorsements, supports renewals and invoicing, compiles renewal and experience-modification data, and assists with billing errors and industry research. The role requires a bachelor’s degree in business administration or a related field or equivalent experience, up to three years of client-services experience, strong Microsoft Office skills, communication ability, confidentiality, organization, travel, and AI proficiency.
