Trainee - Customer Service Representative (Milwaukee, WI)

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, maintain our agency management system with current information.
• 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 per carriers.
• Aid clients with making coverage changes and completing all service requests.
• Provide billing support to customers.
• Discuss coverages with clients and understand and discuss coverages with clients.
• Develop good working relationships with underwriters.
• Ensure client issues are efficiently handled with resolution.
• Email personal policy documents, as needed.
• Answer office phone, assist customers thoroughly, and direct calls 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.
• Handle 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-time in office in Milwaukee, WI.
• Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.).
• Excellent oral and written communication skills.
• Strong organizational skills and problem-solving skills.
• Exceptional customer service experience and skills.

Benefits

Dynamic and enjoyable culture, with many team members having been with the firm for over a decade.

Pay

Details about pay are not specified in the job posting.

Schedule

The role is an onsite position in our Milwaukee, WI office from 8:00am-4:30pm.

Qualifications

Within 6 months of hire, the candidate must be willing to train the right candidate with excellent customer service and must be willing to get a Property & Casualty Insurance License.

Skills

Must be willing to work full-time in office in Milwaukee, WI.

Company Information

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.

EEO/AA Statement

Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.