Job Description
As a Client Service Representative at Connect Insurance Group, you will play a vital role in supporting policyholders with everyday service requests. You will assist with certificates of insurance (COIs), endorsements, renewals, policy documentation, and client communication. The ideal candidate is organized, reliable, and able to support contractors and business owners with professionalism and care.
Interested candidates should submit a resume and brief cover letter explaining why they are interested in a service-focused insurance role.
Job Responsibilities
- Manages day-to-day client communication by email and phone
- Processes renewal documentation and policy changes
- Prepares and issues Certificates of Insurance (COIs)
- Works with carriers to follow up on underwriting requirements
- Maintains accurate records in the agency management system (AMS)
- Supports claims coordination when needed
- Ensures that client needs are met promptly and professionally
Qualifications
- High school diploma required (Associate’s or Bachelor’s preferred)
- Experience in customer service or administrative support
- Strong written and verbal communication skills
- Ability to multitask and stay organized
- Willingness to learn insurance terminology and software
- Insurance experience is a plus but not required — training provided
Other Benefits
- Health, dental, and vision plans
- Paid time off
- Professional development and licensing support
- Hybrid and remote opportunities available
- Career growth paths into licensed producer or account manager roles
