Client Account Manager/CSR
Core
Service customer accounts by setting up and renewing client records, binding policies, issuing policies, and processing endorsements and cancellations.
Role type
Client Account Manager / Customer Service Representative
Builds
Insurance policies and client records
Domain
Insurance
Deliverable
client delivery
Required skills
MS Office Suite, telephone demeanor, confidentiality, 2-20 License
Preferred skills
Associate's degree, excess and surplus lines underwriting experience