Customer Service Representative – Trainee

Job summary

Service personal lines insurance accounts by responding to client telephone requests, correspondence, and emails, identifying needs, making policy changes, explaining coverage, and remarketing policies as needed. Respond to claims-related inquiries and act as a liaison between insured clients and insurers to provide guidance and advocacy.

Job details

We are currently looking for a Personal Lines Customer Service Representative (CSR) trainee with a minimum of 3 years customer service experience in the insurance industry or a related field. Allen Insurance Group is a dynamic sales organization with “Big City” thinking in a more relaxed rural setting, celebrating 120 years. The successful candidate must have strong work ethic and organization skills, be a team player have ability to work in a fast paced insurance brokerage. Outstanding customer service service and computer skills along with excellent verbal and written communication skills are required. We are looking for the right candidate with a positive attitude who is looking for stability and career development to join our team. The ideal candidate must be willing to do the required training to obtain a RIBO license. In-House Training Academy – You Will Learn How To Provide quality service to clients by servicing personal lines insurance accounts. Handle telephone requests, correspondence, and emails of clients identifying their needs in order to provide valuable service in a timely manner. Make changes to designated clients’ policies, explain coverages, and remarket policies as required. Service inquiries regarding claims, acting as a liaison between the insured and insurer for customer advocacy and guidance. Education Secondary School level Education. 3-5 years in a customer service facing role. Benefits We offer medical and dental benefits, education and growth opportunities as well as a pension plan. At Allen Insurance Group, we have a model for strategic growth, innovation and a collective spirit that nurtures the values of a rural lifestyle while offering careers similar to those in urban centers. If you are looking for a career in the insurance industry that is rewarding, challenging and fun, invest in yourself by joining Allen Insurance Group. Apply Now Please enable JavaScript in your browser to complete this form. Apply Now Name * First Last Email * Phone Your Message File Upload Drag & Drop Files, Choose Files to Upload

What you’ll do

Service personal lines insurance accounts by responding to client telephone requests, correspondence, and emails, identifying needs, making policy changes, explaining coverage, and remarketing policies as needed. Respond to claims-related inquiries and act as a liaison between insured clients and insurers to provide guidance and advocacy.

Requirements

Requires at least three years of customer service experience in insurance or a related field; the posting also describes three to five years in a customer-facing role. Applicants should have secondary-school-level education, strong organization and communication skills, computer skills, a positive attitude, and a willingness to complete training to obtain a RIBO license.

Benefits

• Medical Benefits
• Dental Benefits
• Education And Growth Opportunities
• Pension Plan

Listed skills

• Customer service · Preferred
• Organization · Preferred
• Teamwork · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Insurance Account Servicing
• Personal Lines Insurance
• Telephone Support
• Written Correspondence
• Email Communication
• Identifying Client Needs
• Policy Changes
• Explaining Insurance Coverage
• Policy Remarketing
• Claims Support
• Customer Advocacy
• Organization
• Teamwork
• Verbal Communication
• Computer Skills

Job areas

• Customer Service & Support
• Finance & Accounting
• Sales

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