Job Summary of the Customer Service Representative: The Customer Service Representative is responsible for providing support to the sales and service team in delivering qualified 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 qualified who is able and willing to provide excellent customer service.
Must have a robust attention to detail.
Must have computer skills, including Windows, Outlook, Word, and Excel.

📌 Customer Service Representative Waterloo
🏢 Simply Staffed
📍 Waterloo