Client Services Representative

Transportation Client Services Representative Job Summary Seeking a detail-oriented and organized Transportation Client Services Representative to provide high-volume servicing support within a transportation insurance division. This role focuses on post-binding activities, including file management, tax documentation, policy reviews, agency communication, and carrier requests. The ideal candidate will have a solid foundation in the insurance industry, strong organizational skills, and a willingness to learn the wholesale brokerage business. This position offers a hybrid work arrangement within a collaborative, team-oriented environment. Responsibilities Provide high-volume servicing support for a diverse portfolio of transportation insurance accounts. Manage post-binding activities, including file management, tax documentation, policy reviews, and agency communication. Address agency billing inquiries, follow up on non-payment matters, and assist with accounting-related tasks. Respond to carrier requests and ensure timely resolution of service inquiries. Utilize agency management software to maintain accurate records and documentation in a paperless environment. Collaborate with internal team members to ensure efficient service delivery. Maintain strong professional relationships with agents, carriers, and other stakeholders. Ensure accuracy and compliance with established procedures while managing multiple priorities. Qualifications/Requirements Previous experience in the insurance industry, preferably within a retail agency, wholesale brokerage, or carrier environment. Strong attention to detail, organizational skills, and the ability to manage a high volume of service requests. Excellent verbal and written communication skills. Familiarity with installment billing, accounting processes, and insurance documentation is preferred. Proficiency with computers and the ability to learn agency management software. Strong problem-solving skills and the ability to prioritize tasks effectively. Collaborative, team-oriented mindset with a willingness to learn and develop professionally. Ability to work independently while maintaining accuracy and efficiency in a fast-paced environment. Compensation Package Base Salary: $55,000 - $60,000 annually, commensurate with experience. Bonus Potential: Eligible for quarterly performance-based bonuses. Benefits: Competitive benefits package and professional development opportunities. Work Arrangement: Hybrid. Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-JB1