HomeServices Insurance · 1 day ago
Customer Service Representative Trainee
HomeServices Insurance is seeking a Customer Service Representative Trainee to support sales programs and enhance business strategy. The role involves learning to handle client calls, process policy changes, and assist with claims while fostering relationships with insurance companies and underwriters.
Insurance
Responsibilities
Taking direction from the Trainer, learn how to support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (75-80%)
Learn how to handle calls from clients, underwriters and third parties
Learn how to advise clients regarding insurance coverage and risk management issues
Learn how to process policy changes and cancellations
Learn how to assist with claims and billing inquiries
Foster and maintain good working relationships with insurance companies and underwriters
Learn how to work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. (10-15%)
Learn how to identify and then report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to the department manager. (0-5%)
Perform any additional responsibilities as requested or assigned. (0-5%)
Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management
Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism
Establish and maintain positive and productive work relationships with all staff, customers, and business partners
Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development
Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities
Qualification
Required
High School Diploma or equivalent work experience and knowledge
Previous customer service experience
Excellent analytical, problem-solving, and decision-making skills
Excellent oral, written, and interpersonal communication skills
Proven automation, time management, and organizational skills
Obtain Property and Casualty License during the program
Benefits
Medical
Health Savings Account
Dental
Vision
Life Insurance
Paid Vacation (PTO)
401(k) with employer match
Flexible Spending Account
Employee Assistance Program (EAP)
Company
HomeServices Insurance
An independent insurance agency dedicated to providing efficient, accurate, and competitively priced insurance products.
Funding
Current Stage
Growth StageCompany data provided by crunchbase