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Account Service Representative

Job

Kunkel & Associates Inc

Dubuque, IA (In Person)

Full-Time

Posted 3 weeks ago (Updated 1 week ago) • Actively hiring

Expires 7/12/2026

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Job Description

Description:
Account Service Representatives are responsible for assisting Account Managers in the servicing and development of their clients' P&C insurance programs and mentoring/assisting Customer Service representatives as needed. Issue "Special" Certificates of Insurance to include reviewing insurance contracts, according to company guidelines Manage CSR24 portal for clients, including setting up access and troubleshooting technical issues Policy checking according to company guidelines Process change requests Process agency & direct bill non-premium bearing endorsements and direct bill premium bearing endorsements Process bonds for clients Online quoting with NCCI for assigned risk work comp policies Audit new/renewal monthly reports set up by Customer Service Representative to ensure accuracy Review motor vehicle records Prepare mid-year reviews Prepare marketing files Complete loss summaries Prepare mod analysis Create and manage monthly reports for clients Order loss runs from insurance companies and review for large losses/reserves Provide high quality customer service Gain knowledge on insurance industry through training and development opportunities Assist P&C department with various projects and assistance as needed
Requirements:
BA or BS or applicable job experience 1-3 years experience in P&C or related field Must have strong Outlook, Word, and Excel Skills Ability to work in a fast-paced environment while adapting to changing deadlines and priorities Excellent verbal and written communication skills required Requires discretion and independent judgment with respect to matters of significance