Customer Service Representative

Keystone Distinction Group; Waterloo (IA); On-site; USD 24,796 - 27,552; Full time

Job summary

Keystone Distinction Group in Waterloo, IA, is seeking a Customer Service Representative to provide support to the sales and service team. The ideal candidate will have 2+ years of customer service experience, exhibit strong organizational skills, and attend to detail.

Responsibilities include processing renewals, gathering application information, and maintaining customer accounts. This role demands strong communication and proactive customer service.

Qualifications

• 2+ years of customer service experience required.
• Strong organizational and attention to detail skills are mandatory.
• Must be motivated to provide excellent customer service.

Responsibilities

• Complete tasks to service customers, including renewal processing.
• Gather information for new business and renewal applications.
• Document all relevant contacts and developments on customer accounts.

Skills

Customer Service experience

Organizational skills

Attention to detail

Computer skills (Windows, Outlook, Word, Excel)

Job description

Job Title

Customer Service Representative

Location

Waterloo, IA

Salary

$18-20/hour

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

• 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

• 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 strong attention to detail.
• Must have computer skills, including Windows, Outlook, Word, and Excel.