The McGowan Companies · 1 day ago
Client Service Rep
Greenville, SC
Full-time
Hybrid
Entry Level
2+ years expInnisfree Insurance Partners, part of The McGowan Companies, is an independent insurance agency dedicated to providing comprehensive insurance solutions. They are looking for a detail-oriented Client Service Representative to support Account Managers and Producers by handling account servicing needs and ensuring the accuracy of insurance documentation.
Insurance
Responsibilities
Support the servicing of commercial and personal lines accounts under the direction of the Account Manager or Producer
Process policy changes, endorsements, certificates, renewals, and cancellations in a timely and accurate manner
Maintain accurate and up-to-date records in the agency management system (Applied EPIC)
Issue and track certificates of insurance, binders, and related documentation
Communicate with carriers to obtain quotes, endorsements, policy documents, and resolve servicing issues
Secure legally required documentation, including signed applications and rejection of coverage forms
File key email communications and policy updates into the client management system
Collaborate with Account Managers and Producers to ensure timely follow-up and client satisfaction
Proactively identify client needs or issues and escalate when appropriate
Maintain compliance with brokerage policies and procedures
Participate in internal training to maintain technical knowledge and improve platform proficiency (EPIC, CSR24, etc.)
Other duties as assigned
Qualification
Required
High school diploma or equivalent
In-depth knowledge of insurance products and lines (commercial and personal)
Friendly and professional demeanor with strong interpersonal skills
High attention to detail and accuracy
Ability to remain calm under pressure and prioritize effectively
Client-focused mindset and proactive approach to problem solving
Strong written and verbal communication skills
Comfortable working in a dynamic and collaborative environment
Ability to adapt to evolving processes and tools
Preferred
bachelor's degree
2+ years of experience in an insurance service role
Proficiency with insurance agency management systems (Applied EPIC)
Active P&C license
Benefits
401(k) with company match
Health, dental, and vision insurance
Life, short-term, and long-term disability insurance
Voluntary supplemental benefits
7 paid holidays (8 total days off)
Generous paid time off policy
Company
The McGowan Companies
The McGowan Companies is an insurance company that offers insurance and financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
T
Thomas McGowan
President and CEO
L
Laura McGowan
Chief Operating Officer
Recent News
Morningstar.com
2025-09-24
PR Newswire
2025-09-24
Company data provided by crunchbase