Insurance Renewal & 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

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.