Customer Service Specialist

Ethos; Cedar Falls (IA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health Care Plan (Medical, Dental &amp

Job summary

Ethos in Cedar Falls, IA is seeking a Customer Service Specialist to support the sales and service teams and deliver professional customer service to clients. You will manage renewals, monthly reports, and certificate issuance, gather information for new and renewal applications, and prepare submissions for markets.

Strong organizational skills and attention to detail are essential. Proficiency with Windows, Outlook, Word, and Excel is required.

Qualifications

• 2+ years of Customer Service experience.
• Strong organizational skills are required.
• Motivated professional with excellent customer service.
• Strong attention to detail is essential.
• Computer skills including Windows, Outlook, Word and Excel.

Responsibilities

• Complete tasks to service customers, such as renewal processing 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 in the Agency Management System.
• Proactively communicate with customers and establish follow-up procedures for outstanding items.

Skills

Customer service experience

Organizational skills

Attention to detail

Computer skills

Tools

Windows

Outlook

Word

Excel

Job description

Customer Service Specialist

The Customer Service Specialist is responsible for providing support to the sales and service team in delivering professional and timely customer service to clients.

Position 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.

• 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.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Short Term & Long Term Disability
• Training & Development