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Trucking Customer Service Representative

Keystone Agency Partners LLC

Cedar Falls, IA

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JOB DETAILS
SKILLS
Background Investigation, Billing, Brokerage, Communication Skills, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Digital Certificates, Documentation, Finance, Insurance, Insurance Documentation, Investment Capital, Leadership, Legal, Mergers and Acquisitions, Microsoft Office, Multitasking, Operational Support, Organizational Skills, Presentation/Verbal Skills, Sales, Salesforce.com, Time Management, Trucking, Writing Skills
LOCATION
Cedar Falls, IA
POSTED
1 day ago
About Keystone

Keystone is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. Keystone provides strategic resources, capital investment, and operational support to drive sustainable growth, empowering agencies to maintain their identity while accessing best-in-class tools in finance, HR, sales, and M&A integration. The leadership team brings over a century of combined industry expertise, fostering collaboration, innovation, and long-term value. For more information please visit:

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 Locations:
  • 1005 Technology Parkway, Cedar Falls, IA 50613
  • 7301 W. 129th Street, Suite 150, Overland Park, KS 66213
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.

About the Company

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Keystone Agency Partners LLC

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