Trainee - Customer Service Representative (Oak Brook, IL)

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.
• Front desk and administrative responsibilities, including distributing quotes, assisting clients with coverage changes, providing billing support, understanding and discussing coverages with clients, developing good working relationships with underwriters, ensuring client issues are efficiently handled, and establishing and preserving a solid business rapport with clients.
• Maintain accuracy in agency management system, quoting system, and carrier systems.
• 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.
• 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:

• Full or part-time availability in office at our Oak Brook, IL location.