Trainee - Customer Service Representative (Hartford, WI)

About the role

Recognized nationally as a Top Workplace and Top 100 US Insurance Agency! Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It’s an exciting time to join our growing firm!

Responsibilities

• Manage customers' service needs.
• Work with the account manager, prepare proposals, answer incoming phone calls, greet and direct insurance office visitors.
• Enter change requests and endorsements, and maintain our agency management system with current information.
• Manage document retention and document uploads, as needed per carriers.
• Aid clients with making coverage changes and completing all service requests for clients.
• Provide billing support to customers.
• Understand and discuss coverages with clients.
• Develop good working relationships with the underwriters.
• Ensure that client issues are efficiently handled with resolution.
• Email personal policy documents, as needed.
• Answer office phone, assist customer thoroughly, and direct call to appropriate person, if needed.
• Establish and preserve a solid business rapport with clients.
• Maintain accuracy in 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 and must be willing to get a Property & Casualty Insurance License within 6 months of hire.
• Willing to work full or part-time in office at our Hartford, WI location.
• Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.).
• Demonstrate excellent oral and written communication skills.
• Excellent organizational skills and strong problem-solving skills.
• Ability to prioritize and handle multiple tasks independently.
• Exceptional customer service experience and skills.

Qualifications

Within 6 months of hire:

• Must be willing to train the right candidate with excellent customer service and 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 office at our Hartford, WI location.