Job Summary of the Customer Service Representative: The Customer Service Representative is responsible for providing support to the sales and service team in delivering professional and timely customer service to clients. This position requires a lot of attention to detail.

Job Duties &

Responsibilities of the Customer Service Representative:

- Complete tasks to service customers, such as renewal processing, processing of monthly reports, and certificate issuance.

- Gather information for new business and renewal applications.

- Prepare applications for submission to selected markets.

- Process and follow up on insurance coverage change endorsements.

- Initiate and monitor renewal processes.

- Document all relevant contacts and developments to customer accounts on the Agency Management System.





- Proactively communicate with customers as needed and establish follow-up procedures for outstanding items.

- Perform any other duty relevant to agency functions as needed.

Education &

Experience Requirements of Customer Service Representative:

- 2+ years of Customer Service experience.

- Must have strong organizational skills.

- Must be a motivated professional who is able and willing to provide excellent customer service.

- Must have a solid attention to detail.

- Must have computer skills, including Windows, Outlook, Word, and Excel.

📌 Customer Service Representative (Waterloo)
🏢 Simply Staffed
📍 Waterloo