Client Service Associate

Work with Account Managers performing variety of clerical tasks to assist in maintenance of client accounts. Functions include data entry, compiling information from carriers, issuance of certificates of insurance, etc. Duties performed according to established Commercial Lines Procedures with minor latitude for independent judgment.


  • Screen client calls for Account Managers and take messages as necessary
  • Inputting data into agency management system (Sagitta)
  • Print and bind Insurance Schedules for presentations
  • Process endorsement with invoicing in agency management system (Applied Vision)
  • Perform follow-up duties on diaries and other correspondence
  • Registry functions, including RMV-1's, RMV-3's and "Drives" program, driver and motor vehicle checks, etc.
  • Front and Back-End filing and general data entry
  • Attend Commercial Lines meetings
  • Serve as office support backup to other departments (Reception, Mail, Bonds)
  • Other duties as assigned by Manager

  • Qualifications
  • High School Diploma or Equivalent, Associates Degree preferred
  • Experience in the insurance industry preferable with commercial insurance products and services
  • Excellent communication skills, both oral and written
  • Ability to prioritize and handle multiple tasks
  • Computer knowledge (Microsoft Office and Excel) required, familiarity with Sagitta preferred

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