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Commercial Lines Customer Service Representative

Company: Gables Search Group
Location: Waterloo
Posted on: September 2, 2021

Job Description:

Commercial Lines Customer Service Representative

Waterloo, IA


Our client is seeking a Commercial Lines Customer Service Representative for their Waterloo, IA insurance agency. This CS Rep/Agent will provide support to the sales and service team in delivering professional and timely customer service to Property and Casualty clients.

Key Responsibilities:

  • Process specific tasks involved with servicing 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.   Successful attainment of a Property and Casualty Insurance license will be required.  Candidate must have computer skills including Windows, Outlook, Word, and Excel.




Keywords: Gables Search Group, Waterloo , Commercial Lines Customer Service Representative, Other , Waterloo, Iowa

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