Trucking Customer Service Representative

K

Keystone Agency Partners LLC

Posted 4 months ago

Full Time

Cedar Falls, Iowa

In Person

Smart Summary

Responsibilities

Provide exceptional service to trucking clients and agents by handling routine inquiries and supporting day-to-day policy servicing. Responsibilities include managing certificates of insurance, processing policy changes, and maintaining accurate documentation in the agency management system.

Qualifications

You have a high school diploma or equivalent and prior customer service experience, ideally within the trucking insurance industry. You are proficient in Microsoft Office Suite and CRM systems, possess strong communication skills, and can manage multiple tasks efficiently in a fast-paced environment.

Must Have Skills for ATS

Property & Casualty license

Microsoft Office Suite

CRM systems

Salesforce

Applied Epic

CSR24

Job Description

About Us

Founded in 1975, Árachas Group, LLC is an independent insurance and risk management company offering business, employee benefits, and personal solutions to clients of Bartlett, IL, and 50 states across the United States. Árachas Group combines national strength with a local heart, working as one to deliver business, employee benefits, and personal insurance solutions. With high-touch relationships, empathy, and advocacy, we make coverage personal and clear, giving clients confidence to navigate the everyday and the unexpected.

We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business—delivering results to our clients and driving our company to success. We make it our job to treat them well. We recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefits package is regularly reviewed and modified to offer those benefits most valuable to both the employee and their family. Our agency understands the importance of focus and dedication, and we are looking for a permanent team member who understands delivering superior service is what separates us from the rest.

Trucking Customer Service Representative

Position Overview:

The Trucking Customer Service Representative provides exceptional service to trucking clients and agents by handling routine inquiries and supporting day-to-day policy servicing. This role is well-suited for individuals with a strong customer service foundation who are looking to build a career within the insurance industry.

Key Responsibilities:

  • Respond promptly and professionally to client and broker inquiries
  • Communicate policy updates, billing changes, and coverage details clearly and accurately
  • Manage certificates of insurance, including issuance and updates
  • Process policy changes, endorsements, and basic transactions
  • Support clients with policy servicing needs and assist with the renewal process
  • Guide clients through online account access and navigation
  • Maintain accurate, timely documentation within the agency management system (e.g., Applied Epic)
  • Identify and escalate complex issues to senior team members or leadership as appropriate

Qualifications:

  • High school diploma or equivalent required
  • Active Property & Casualty license in the state of business, or the ability to obtain within 90 days of hire
  • Prior customer service experience required; insurance industry experience strongly preferred, ideally within trucking
  • Basic understanding of insurance terminology and policy structures is a plus
  • Proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce)
  • Experience with Applied Epic and CSR24 or similar agency management systems preferred
  • Strong verbal and written communication skills
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment 
  • Strong attention to detail and organizational skills 
  • Willingness and ability to quickly learn new systems and concepts 
  • Professionalism and a customer-first mindset
  • Ability to pass a criminal background check, as permitted by law

Schedule: Monday-Friday, 8:30am-5:00pm

Office Location: 1005 Technology Parkway, Cedar Falls, IA 50613 (Paladin Group)

Benefits:

  • Competitive Compensation
  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
  • 401(k) with Safe Harbor Match
  • Paid Time Off 
  • Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.

K

Keystone Agency Partners LLC

We’ve built the nation’s first Broker-Network, partnering with top independent insurance agencies to unlock growth and transform the industry. By combining our industry-leading services with a collaborative approach, we empower our Network and Platform Partners to thrive.
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