Trainee - Customer Service Representative; Crivitz, WI

Position: Trainee - Customer Service Representative (Crivitz, WI)

Location: Crivitz, WI

Job : 210

# of Openings: 1

This is an onsite position in our Crivitz, WI office.

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 office visitors, enter change requests and endorsements, and maintain our agency management system with current information.

• 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 office projects, as needed.

• 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 or part-time in office at our Crivitz, 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.

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.