Cash Management Service Representative jobs in Waterloo, IA

Customer Service Representative

Waterloo, IA

$15-23/hour

Our Waterloo, IA client is seeking a Customer Service Representative for office. This Customer Service Rep will provide support to the sales and service team in delivering professional and timely customer service their insurance clients.

Key Responsibilities:

• Process specific tasks involved with servicing insurance commercial lines customers, such as renewal processing, processing of monthly reports, certificate issuance.
• Gather information for new business and renewal applications.
• Prepare applications for submission to selected markets.
• Process and follow up on coverage change endorsements.
• Initiate and monitor renewal processes.
• Document all relevant contacts and developments to customer accounts on Agency Management System.
• Underwrite exposures and communicate with carriers to meet insurance company guidelines.
• Proactively communicate with customers as needed and establish follow up procedures for outstanding items.
• Perform any other duty relevant to agency functions as needed.

Job Qualifications:

• Ideal candidate must be an organized, motivated professional who is able to provide excellent customer service.
• Prior insurance experience a plus but is not required.
• 3 years of previous customer service experience.
• Candidate must have computer skills including Windows, Outlook, Word, and Excel.