Insurance Service Representative

3 days ago


Waterloo, Iowa, United States Affinity Executive Search Full time

Insurance Customer Service Representative

About the Role:

We are seeking a highly organized and motivated Insurance Customer Service Representative to join our team at Affinity Executive Search. As a key member of our insurance agency, you will provide exceptional customer service to our Property and Casualty clients, ensuring timely and professional support.

Key Responsibilities:

  • Process renewal processing, monthly reports, and certificate issuance for commercial lines customers.
  • 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.

Requirements:

  • Organized and motivated professional with excellent customer service skills.
  • Prior insurance experience and previous customer service experience.
  • Successful attainment of a Property and Casualty Insurance license may be required.
  • Proficient in computer skills, including Windows, Outlook, Word, and Excel.

What We Offer:

A dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.



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