Trainee - Customer Service Representative (West Coast

Position:Trainee - Customer Service Representative (West Coast)

Location: Remote

Job :253

# of Openings:1

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!

Customer Service Representative (Trainee):

As a Customer Service Representative in Commercial or Personal Lines, you will have the primary responsibility of managing customers' service needs. In this role, you will work with the account manager, prepare proposals, answer incoming phone calls, greet and direct insurance visitors, enter change requests and endorsements, and maintain our agency management system with current information.

This position is Remote Monday-Friday from 8:00am-4:30pm (PT).

This role is a great opportunity for someone eager to learn, develop new skills, and grow within the organization. In addition to administrative responsibilities, the position offers exposure to the insurance business and opportunities for professional development and advancement over time.

Responsibilities of a CSR (Trainee):

• Commercial and 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 projects, as needed.

Required Qualifications (within 6 months of hire):

• 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 remote in Pacific Time Zone.

Requirements of a CSR (Trainee):

• Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.)
• Demonstrate excellent oral and written communication skills.