Client Services Representative

This is a sample job postings for demonstration purposes only.

Placeholder & Partners Insurance is looking for a detail-oriented Client Services Representative to support our wholesale brokerage operations. This remote position is ideal for someone who thrives in a fast-paced environment.

Responsibilities:

• Process policy endorsements, renewals, and certificates of insurance
• Respond to client and carrier inquiries promptly
• Maintain accurate records in agency management system
• Coordinate with underwriters and brokers on submissions

Requirements:

• 1-3 years of insurance industry experience
• Proficiency with agency management software (AMS360, Applied Epic, or similar)
• Excellent organizational skills and attention to detail
• Ability to work independently in a remote setting