Client Service Representative (CSR)

Access Dubuque · Dubuque, IA, United States

Location
Dubuque
Job Type
Full-time
Posted
June 06, 2026

Job Description

Client Service Representative (CSR)

**Kunkel & Associates, Inc.**

1 Positions

ID: 3988094

Posted On 03/10/2026

Refreshed On 05/15/2026

**Job Overview**

The Client Service Representative is responsible for carrying out various P&C activities related to the servicing and development of clients’ insurance programs.

**Requirements**

Key Responsibilities:

· Prepare and process “special” Certificates of Insurance, according to company guidelines

· Manage CSR24 portal for clients, including setting up access and troubleshooting technical issues

· Create and Renew certificate masters

· Create and manage monthly reports for clients

· Process change requests

· Check non-premium endorsements

· Send out cancellation certificates as needed

· Create and organize renewal questionnaires

· Order Loss Runs from insurance companies and review fo...

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