Insurance Customer Service Representative

JOB DESCRIPTION As a Client Service Associate, you will support and manage ongoing servicing needs for assigned commercial clients, ensuring timely, accurate policy updates and a high level of client satisfaction. You’ll work closely with internal teams, carriers, and clients to handle policy changes, documentation, billing support, and claims coordination. Key Responsibilities: Respond to client requests for policy changes, endorsements, and coverage updates Process endorsements directly with carriers or escalate complex changes and new lines of business for quoting Track, follow up on, and deliver completed endorsements to clients Handle client-initiated cancellations and coordinate required internal steps Prepare, coordinate, and deliver Proofs of Insurance and Certificates Assist with claims coordination and escalate claims matters as needed REQUIRED SKILLS AND EXPERIENCE 1+ years of Commercial Property & Casualty insurance experience Strong understanding of commercial coverages and policy structure Ability to analyze coverage needs and support guaranteed-cost program designs NICE TO HAVE SKILLS AND EXPERIENCE Proficiency with EPIC preferred and other carrier websites Active Property & Casualty insurance license (or ability to obtain within 90 days) Experience working in a high-volume brokerage or agency environment Familiarity with additional platforms such as CSR24 or Indio Prior experience supporting account strategy or renewal planning College degree (preferred, not required)