Customer Support Specialist

Sterling St James LLC; Waterloo (IA); On-site; USD 25,000 - 28,000; Full time

Job summary

Sterling St James LLC in Waterloo, IA is seeking a Customer Service Representative to support the sales and service teams by delivering professional and timely service to clients. Strong attention to detail and excellent communication are essential.

This role requires 2+ years of customer service experience, solid computer skills (Windows, Outlook, Word, Excel), and the ability to manage multiple tasks such as renewals, reports, and certificate issuance with accuracy.

Qualifications

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

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

Organizational skills

Attention to detail

Motivated professional

Tools

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 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.