CMB Insurance Brokers
Client Service Representative for Insurance
Job Description
Deliver outstanding client service in a growing insurance environment as a Client Service Representative. Manage communication, documentation, and client needs with precision and care.
This position directly supports the Account Manager by addressing client inquiries and processing necessary paperwork. With a focus on collaborative success, you will utilize various tools to enhance service delivery while engaging in professional growth opportunities within a supportive culture.
Key Responsibilities:
• Respond effectively to client service requests
• Prepare necessary documentation and organize client files
• Coordinate correspondence, invoice, and finance contracts
• Maintain accurate policy information in management systems
• Participate in team meetings to foster communication
Requirements:
• 1-2 years in an insurance or customer-focused role
• Background in team settings within a business environment
• Proficient in Microsoft Office and relevant soft...
This position directly supports the Account Manager by addressing client inquiries and processing necessary paperwork. With a focus on collaborative success, you will utilize various tools to enhance service delivery while engaging in professional growth opportunities within a supportive culture.
Key Responsibilities:
• Respond effectively to client service requests
• Prepare necessary documentation and organize client files
• Coordinate correspondence, invoice, and finance contracts
• Maintain accurate policy information in management systems
• Participate in team meetings to foster communication
Requirements:
• 1-2 years in an insurance or customer-focused role
• Background in team settings within a business environment
• Proficient in Microsoft Office and relevant soft...