Client Service Representative

We are looking for a Commercial Insurance Support Specialist with strong knowledge of the commercial insurance industry, particularly in certificates of insurance (COIs) and policy endorsements. This role is critical in ensuring our clients meet their contractual insurance requirements by processing COIs accurately, managing endorsements, and providing timely, professional communication with both clients and carriers.

Key Responsibilities:
Review and issue Certificates of Insurance (COIs) according to client contracts and industry standards

Retrieve policy endorsements from carrier portals, save and organize them in the client file, and send to clients when necessary (including with COIs)

Review client-submitted insurance requirements (contracts, agreements, RFPs, etc.) and determine if additional policies or endorsements are needed

Communicate with clients to explain missing or required coverages

Request quotes or additional premiums from carriers for required changes or endorsements

Maintain accurate documentation and follow-up within agency management systems

Support Account Managers with administrative tasks related to policy servicing


Qualifications:
Minimum 2 years of experience in commercial insurance, preferably in an agency or brokerage setting

Strong understanding of COIs, endorsements, and common commercial policies (e.g., General Liability, Auto, Excess, Workers Comp, etc.)

Familiarity with carrier portals and agency management systems (NowCerts)

Excellent written and verbal English communication skills

Highly organized, detail-oriented, and self-motivated

Ability to manage multiple tasks and deadlines efficiently

Work Schedule:
Monday through Friday (USA Pacific Standard Time Dates)

U.S. Pacific Time hours (exact schedule negotiable)