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Client Relations Specialist in Insurance

2 months ago

Waterloo, Iowa, United States Affinity Executive Search Full time

Insurance Customer Service Representative

Salary Range: $30,000 - $45,000

Location: Waterloo, IA

Company: Affinity Executive Search

We are currently looking for an Insurance Customer Service Representative to join our team. This role is essential in supporting our sales and service department by providing exceptional customer care to our Property and Casualty clients.

Key Responsibilities:

  • Manage specific tasks related to servicing commercial lines clients, including renewal processing and monthly report generation.
  • Collect necessary information for new business and renewal applications.
  • Prepare and submit applications to chosen markets.
  • Handle and track coverage change endorsements.
  • Initiate and oversee renewal processes.
  • Document all relevant interactions and updates to customer accounts in the Agency Management System.
  • Evaluate exposures and liaise with carriers to ensure compliance with insurance company standards.
  • Maintain proactive communication with clients and establish follow-up procedures for pending items.
  • Perform additional duties related to agency operations as required.

Job Qualifications:

  • The ideal candidate will be an organized and driven professional capable of delivering outstanding customer service.
  • Previous experience in the insurance industry is preferred.
  • Prior customer service experience is essential.
  • Successful completion of a Property and Casualty Insurance license may be required in the future.
  • Proficiency in computer applications, including Windows, Outlook, Word, and Excel, is necessary.