Client Representative, Insurance

About the role

Are you a detail-oriented professional who enjoys supporting a team, managing multiple priorities, and delivering a high level of service? As a Client Representative, you’ll play a key role in supporting client accounts, ensuring accuracy in critical processes, and helping drive a seamless client experience.

Responsibilities

• Aid Account Managers with new and renewal business, including preparing draft renewal coverage summaries
• Order loss runs and endorsements, and process policy changes as directed
• Review carrier-generated documents (policies, endorsements, audits, cancellations) for accuracy and follow up to resolve discrepancies
• Process certificates of insurance and evidence of property documents
• Support billing activities, including invoicing endorsements, audits, and cancellations
• Prepare and distribute policy documents and client communications using established templates
• Navigate carrier websites and internal systems to input and update account information with a high degree of accuracy
• Respond to client requests professionally and within expected timeframes
• Track and follow up on open tasks and process daily workflows, including unrouted attachments and application updates

Qualifications

• Strong organizational skills with a high attention to detail
• Excellent written and verbal communication
• Ability to manage time effectively and handle multiple priorities
• A high sense of urgency and accountability
• Strong interpersonal skills and the ability to build positive working relationships with colleagues, clients, and carrier partners
• Comfort with technology and learning new systems
• Ability to obtain a Property & Casualty license within the first few months of employment
• Willingness to pursue ongoing professional development