Position Overview
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:
β’ Maintain computer and physical client files effectively
β’ Ensure correct assignment of documents to client records
β’ Oversee mail sorting and processing within the office
β’ Assist with preparation of documentation requests
β’ Perform data entry for special projects as assigned
Requirements:
β’ 1-2 yearsβ experience in customer service
β’ Prior insurance experience preferred
β’ Familiarity with Acturis and Microsoft Office
β’ Stro...