Trainee - Customer Service Representative (Crivitz, WI)

Responsibilities

• Manage customers' service needs by working with the account manager.
• Prepare proposals and answer incoming phone calls.
• Greet and direct insurance office visitors.
• Enter change requests and endorsements.
• Maintain current information in the agency management system.
• Work with the account manager to collect commercial and personal lines policy information.
• Distribute quotes to prospective and current customers and follow up to answer questions.
• Maintain document retention and document uploads as needed by carriers.
• Aid clients with making coverage changes and completing all service requests.
• Provide billing support to customers.
• Discuss coverages with clients and understand their needs.
• Develop good working relationships with underwriters.
• Ensure client issues are efficiently handled with resolution.
• Email personal policy documents as needed.
• Answer office phone calls and assist customers.
• Direct calls to appropriate personnel as needed.
• Establish and preserve a solid business rapport with clients.
• Maintain accuracy in the agency management system, quoting system, and carrier systems.
• Perform additional office projects as needed.

Requirements

• Willing to train the right candidate with excellent customer service.
• Must be willing to get a Property & Casualty Insurance License within 6 months of hire.
• Must be willing to work full or part-time in the office at our Crivitz, WI location.
• Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.).
• Demonstrate excellent oral and written communication skills.
• Show excellent organizational skills and strong problem-solving skills.
• Have the ability to prioritize and handle multiple tasks independently.
• Show exceptional customer service experience and skills.

Qualifications

Within 6 months of hire:

• Willing to train the right candidate with excellent customer service.
• Must be willing to get a Property & Casualty Insurance License within 6 months of hire.
• Must be willing to work full or part-time in the office at our Crivitz, WI location.

Benefits

Robertson Ryan provides a dynamic and enjoyable culture, with many team members having been with us for over a decade. It's an exciting time to join our growing firm!

Pay

Details about pay are not specified in the job posting.

Schedule

The role is an onsite position in our Crivitz, WI office.