Trainee - Customer Service Representative (Shawano, 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.
• Front desk and administrative responsibilities, including distributing quotes, maintaining document retention, 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, establishing and preserving a solid business rapport with clients, and maintaining 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 to work in our Shawano, WI office from 8:00am-4:30pm.

Benefits

Details about benefits are not specified in the job posting.

Pay

Details about pay are not specified in the job posting.

Schedule

Details about schedule are not specified in the job posting.

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.