Apply on Employer Site

Robertson Ryan Insurance · 2 months ago

Customer Service Representative (Trainee) - Personal Lines (Crandon, WI)

Crandon, WI

Full-time

Onsite

New Grad

Robertson Ryan Insurance is recognized nationally as a Top Workplace and one of the largest Property & Casualty Insurance Agencies in the US. They are seeking a Customer Service Representative (Trainee) to manage customer service needs in Personal Lines, working closely with account managers and assisting clients with various service requests.

Insurance

Growth Opportunities

Responsibilities

Personal lines policy information collection

Distribute quotes to prospective customers and current customers with follow up to answer questions

Maintain document retention and document uploads, as needed per carriers

Assist clients with making coverage changes and complete 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

Additional office projects, as needed

Qualification

Property & Casualty Insurance LicenseMicrosoft Office SuiteGoogle SuiteCustomer Service ExperienceMulti-tasking AbilityOral Communication SkillsWritten Communication SkillsOrganizational SkillsProblem-Solving Skills

Required

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-time in office at our Crandon, 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