Client Services Representative

• Execute all administrative tasks related to account management and policy servicing for small commercial accounts
• Process policy endorsements, renewals, and cancellations
• Maintain accurate account records
• Ensure timely and accurate handling of client requests, policy updates, and back-end service work
• Order renewal policies, verify them against proposals, and process them in the Agency Management System
• Handle endorsements, follow up with carriers, check accuracy, bill endorsements, and send them to clients
• Follow up on new business submissions with carriers
• Enter and rate policies into carrier websites and order new policies
• Issue standard certificates of insurance and other forms
• Monitor payment status of direct bill policies and notify the Account Manager of cancellation risks
• Track claims and update the agency management system with activity, payments, and closures
• Verify audit accuracy, review audits with agency staff, bill audits, and send audit review letters
• Order motor vehicle reports and loss runs
• Review and process mail; back up office phone calls and walk-in traffic as needed
• Adopt innovative technology, including proprietary AI solutions, into the service process
• Perform other assigned projects, duties, and tasks

Client Services Representative jobs in South Carolina

Client Service Specialist – Personal Lines