- Kendall, Florida, United States
- On-site
- Full-time · Associate
- 1+ years
The Client Representative performs account transactions, summaries, endorsements, certificates, binders, billing, follow-up and correspondence on assigned accounts.
Responsibilities
- Assist in preparing insurance company submissions
- Manage the client service cycle and monitor timeframes and renewal deadlines
- Develop thorough understanding of client businesses, their policies, practices and industries
- Review documents for accuracy prior to customer delivery
- Respond timely to client inquiries, incoming agency management system and company requests
Requirements
- High School diploma or GED
- Bachelor's degree in business or other related field
- Nice to have: Applied EPIC
- Nice to have: AMS 360