We are seeking a detail-oriented and proactive Customer Service Representative to join our team at Reseco Advisors. As an Customer Service Representative, you will play an essential role in supporting the Client Managers in servicing and managing our commercial insurance clients.

In this role, you will be responsible for assisting with day-to-day client activities, responding to client inquiries, preparing documents, and providing general administrative support to the Client Managers. You will have the opportunity to work closely with our clients and internal teams to ensure exceptional service delivery.

Responsibilities:

Assist Client Managers with managing client accounts and requests
Respond to client inquiries and provide prompt and accurate information
Prepare and maintain client documentation, including certificates of insurance and endorsements
Coordinate and schedule meetings and client presentations
Assist with gathering and organizing data for client renewals and new business submissions

For this specific role, we would like you to have:

At least 2-3 years of experience in a similar role
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Proficiency in MS Office Suite, including Word, Excel, and Outlook, Applied EPIC preferred
Ability to work effectively in a fast-paced, deadline-driven environment
Desire to get licensed in Property and Casualty Insurance
Client-focused mindset and a commitment to providing exceptional service

You'll also receive

Unlimited PTO
Healthy bonus structure
Employee Benefit Incentive dollars
Immediate eligibility in our 401k

Starting Salary $45000-$60000/annually

Reseco Advisors

New Jobs

Customer Service Representative - Insurance