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Client Service Specialist
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- Provide superior service & serve as the point contact for our insured's
- Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent
- Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent
- Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence.
- Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures
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