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Client Service Representative - Business Insurance
The Client Service Representative (CSR) is the oil that makes our exceptional client service machine run smoothly. They perform transactions and tasks essential to managing efficient insurance, benefit, and/or risk management programs. The CSR executes policy and plan changes, provides evidence of insurance, and helps create proposals that exhibit complex programs in more easily understood and comparative formats for our clients. They assist in keeping our client information up to date in our agency management system, facilitating a collaborative service experience and empowering our client portal. The CSR works closely with the full account servicing team to answer questions, access and deploy resources, place coverage, and negotiate terms and conditions on behalf
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