Waterloo, IA

Job Description

Personal Lines Customer Service Representative

Waterloo, IA


Our client is seeking a Personal Lines Customer Service Representative for their Waterloo, IA insurance agency. This CS Rep/Agent will provide risk management services for the sale and service of personal lines of insurance.  This Rep will assist with other agency functions as needed.

Key Responsibilities:

  • Responsible for promotion of new sales and retention of personal lines accounts.
  • Identify customer risk exposures and make coverage recommendations accordingly.
  • 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 financial matters, agency operation and profitability.

Job Qualifications:

  • Must be a self-starter who is able to work with others to solve problems.
  • Strong customer service experience.
  • Risk Management, Personal Lines and Insurance experience.
  • Must be detail oriented and organized.
  • Ability to maintain thorough product, risk management, sales skills and market knowledge.
  • Must have strong computer skills in Windows, Outlook, Word & Excel.



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