Customer Service Representative

SIMPLY STAFFED; Waterloo (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

SIMPLY STAFFED is seeking a Customer Service Representative in Waterloo, IA to support the sales and service team with timely and professional customer service. The role requires meticulous attention to detail and the ability to handle renewal processing, reports, and certificate issuance.

The candidate should have 2+ years of customer service experience, strong organizational skills, and proficiency with Windows, Outlook, Word, and Excel to manage agency records and communications efficiently.

Qualifications

• 2+ years of customer service experience.
• Must have strong organizational skills.
• Must be a motivated professional who provides excellent customer service.
• Must have a strong attention to detail.

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.

Skills

Customer service

Attention to detail

Organizational skills

Motivated professional

Tools

Windows

Outlook

Word

Excel

Job description

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 strong attention to detail.


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