Client Service Representative - Document Management

Elevate your career with Insurance Growth Network as a Client Service Representative on the Document Management Team. This position focuses on organizing files and streamlining communication for client support.

As part of a collaborative team, you will manage documents for clients while reporting to the Learning and Development Manager. Your main responsibilities will involve maintaining computer and paper files, ensuring documents are properly assigned, and assisting service teams. Experience in customer service or insurance is beneficial for success in this role.

Key Responsibilities:
• Maintain and organize departmental files, both digital and hard copy
• Assign and rename electronic documents for client files
• Prepare pre-renewal and no-interruption letters as needed
• Manage downloads within the broker management system
• Process incoming and outgoing mail accurately

Requirements:
• 1-2 years in customer s...