Customer Service Representative Trainee

HomeServices Insurance, Inc.; New Brighton (MN); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Medical benefits

401(k) with employer match

Paid Time Off (PTO)

Dental, Vision, Life Insurance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Job summary

HomeServices Insurance, Inc. in New Brighton, MN is seeking a CSR Trainee for a six-month training program to learn day-to-day client service and support. Upon completion and licensure, you may transition into a customer service role.

During the program you will handle calls from clients, underwriters, and third parties; advise on coverage and risk; process policy changes and cancellations; assist with claims and billing inquiries; and build solid relationships with insurers.

Qualifications

• Excellent analytical, problem-solving, and decision-making skills.
• Excellent oral, written, and interpersonal communication skills.
• Proven automation, time management, and organizational skills.
• Must obtain Property and Casualty License within 30 days after pre-licensing.

Responsibilities

• Learn to support calls from clients, underwriters and third parties.
• Learn to advise clients regarding insurance coverage and risk management.
• Learn to process policy changes and cancellations.
• Learn to assist with claims and billing inquiries.
• Foster and maintain good relations with insurers and underwriters.

Skills

Analytical skills

Communication skills

Time management

Organizational skills

Education

High School Diploma or equivalent

Job description

MN-New Bright-14th St NW
New Brighton, MN 55112, USA

Description

Purpose of Job

During a six-month training program, the CSR Trainee will learn how to provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Once the program is completed, and appropriate licensure has been obtained, CSR Trainee may transition into one of our customer service roles.

Job Duties and Responsibilities (Essential Job Functions)

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%)

Performance Expectations

• 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.

Qualifications

Education:

• High School Diploma or equivalent work experience and knowledge.

Experience:

Knowledge and Skills:

• Excellent analytical, problem-solving, and decision-making skills.
• Excellent oral, written, and interpersonal communication skills.
• Proven automation, time management, and organizational skills.

Licensure:

• Obtain Property and Casualty License within 30 days of completing state pre-licensing course.

Wage: $20.00 - $24.00 hourly; actual wage is based upon education and experience.

Benefits: Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.