Client Service Representative at Insurance Growth Network
Insurance Growth Network
Job Description
Join the team at Insurance Growth Network as a Client Service Representative in Document Management. This role is designed for driven individuals eager to manage client files and support service operations.
As a CSR, you will execute vital document management tasks that ensure smooth workflow for service teams. Your contributions will be recognized in a culture that values support, collaboration, and professional growth within the insurance industry.
Key Responsibilities:
• Maintain computer and physical client files effectively
• Ensure correct assignment of documents to client records
• Oversee mail sorting and processing within the office
• Assist with preparation of documentation requests
• Perform data entry for special projects as assigned
Requirements:
• 1-2 years’ experience in customer service
• Prior insurance experience preferred
• Familiarity with Acturis and Microsoft Office
• Stro...
As a CSR, you will execute vital document management tasks that ensure smooth workflow for service teams. Your contributions will be recognized in a culture that values support, collaboration, and professional growth within the insurance industry.
Key Responsibilities:
• Maintain computer and physical client files effectively
• Ensure correct assignment of documents to client records
• Oversee mail sorting and processing within the office
• Assist with preparation of documentation requests
• Perform data entry for special projects as assigned
Requirements:
• 1-2 years’ experience in customer service
• Prior insurance experience preferred
• Familiarity with Acturis and Microsoft Office
• Stro...