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Customer Service Representative

2 months ago


Waterloo, Iowa, United States Bridgewaypro Full time

**Job Summary:**

Bridgewaypro is seeking a highly organized and motivated Customer Service Representative to provide exceptional support to our sales and service team in delivering professional and timely customer service to our insurance clients.

**Key Responsibilities:**

  • Process specific tasks involved with servicing commercial lines customers, including renewal processing, 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 coverage change endorsements.
  • Initiate and monitor renewal processes.
  • Document all relevant contacts and developments to customer accounts on our 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:**

  • 3+ years of previous customer service experience.
  • Prior insurance experience is a plus but not required.
  • Candidate must have computer skills including Windows, Outlook, Word, and Excel.

**What We Offer:**

Bridgewaypro offers a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.