Commercial Lines Customer Service Representative

Commercial Lines Customer Service Representative

Waterloo, IA

$30-45K

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.

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