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Client Service Representative
Job in
Kendall, Miami-Dade County, Florida, USA
Listed on 2026-06-02
Listing for:
NSI Insurance Group
Full Time
position Listed on 2026-06-02
Job specializations:
-
Insurance
Risk Manager/Analyst, Financial Analyst
Job Description & How to Apply Below
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Job Summary:
The Client Representative performs account transactions, summaries, endorsements, certificates, binders, billing, follow-up and correspondence on assigned accounts.
Essential Functions:
- Assist in preparing insurance company submissions as directed by Client Manager or Client Executive.
- Manage the client service cycle and monitor time frames 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.
- Review and order renewals according to agency procedures. Document receipt of renewals and investigate non-renewals. Ensure that all policies are renewed on a timely basis.
- Review new business and endorsements to ensure items were received as ordered.
- Prepare billing following agency's credit and collection policies.
- Possess knowledge of agency management systems and underwriting requirements of carriers, in addition to policy provisions and changes.
- Ability to rate and issue policies and endorsements through carrier website.
- Create and maintain client files and process transactions on agency management system.
- Maintain basic knowledge of insurance/area of specialty.
- Understand and stay current with technical and professional standards.
- Service clients in accordance with PAR E&O professional service standards, E&O Plus quality management guidelines, and other practice guidelines.
- Provide good customer service both internally and externally.
- Comply with all E&O Plus, legal and regulatory requirements.
- Maintain a thorough understanding of carrier practices.
- Participate in special projects at management's request.
- Additional job duties as assigned.
- Possess time management skills.
- Manage projects to meet deliverable deadlines and meet expectations.
- Prioritize tasks and projects effectively.
- Meet personal business goals.
- Identify cross-selling opportunities.
Minimum Education / Abilities /
Skills:
- High School diploma or GED, plus one to two years of insurance experience with handling accounts at a high level of responsibility; a bachelor's degree in business or other related field is a plus.
- Experience with Applied EPIC or AMS 360 is desired, but not required.
- Excellent interpersonal skills for positive interaction with customers and co-workers, supporting the team concept of the department.
- Ability to work independently with limited supervision.
- Ability to accurately perform basic mathematical calculations.
- Intermediate to advanced knowledge, skills and effective use of office equipment, primarily computer, telephone, fax machine, copier and calculator.
- Ability to learn third party computer programs/sites.
- Ability to be productive and anticipate next steps in the process.
- Possess critical thinking skills to offer alternative products or services to clients.
- Possess necessary accounting and analytical skills.
- Be a team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders.
- Possess strong oral and written communication skills.
- Demonstrates accountability, works well under pressure, and is able to meet deadlines and deliverables.
- Maintains a customer-centric focus; is highly responsive to internal and external stakeholders' needs and requests and is able to manage and meet their expectations.
- Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.
- Projects confidence in interactions with colleagues and clients.
- Work and adapt to people with different work styles.
- Contribute to team efficiency by sharing knowledge and best practices.
- Has a strong attention to detail.
- Possesses solid organizational, time management and project management skills.
- Proficient with Microsoft Office Suite.
Qualifications:
Certificates, Licenses, Registrations Required to Perform the Essential Job Functions
- Possess appropriate, jurisdictional licenses - Property and Casualty
NSI Insurance Group is one of…
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