Entry-Level Customer Service Trainee - Insurance Industry

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

Job summary

Home Services Insurance is offering a CSR Trainee program in New Brighton, Minnesota. The six-month training develops knowledge to service insurance clients and may lead to a Customer Service Representative role upon licensure.

Under supervision, you will handle client inquiries, process endorsements, renewals and cancellations, support billing and claims, and learn to cross-sell insurance products. The program emphasizes compliance, relationship building and professional growth.

Qualifications

• Strong analytical, problem-solving and decision-making abilities.
• Excellent verbal, written and interpersonal communication skills.
• Strong organizational, time management and technology skills.

Responsibilities

• Support sales initiatives and long-term business objectives that drive profitability, growth and operational effectiveness.
• Respond to inquiries from clients, insurance carriers, underwriters, and third parties.
• Advise clients on insurance coverage and basic risk management considerations.
• Process policy changes, endorsements, renewals and cancellations.
• Assist clients with claims and billing inquiries.
• Develop and maintain professional relationships with insurance companies and underwriting partners.

Skills

Analytical thinking

Written & verbal communication

Organization & time management

Attention to detail

Education

High school diploma or equivalent

Job description

The CSR Trainee participates in a structured six-month training program designed to develop the knowledge and skills needed to provide service and support to new and existing insurance clients. Upon successful completion of the program and attainment of the required insurance license, the trainee may transition into a Customer Service Representative role within the organization.

Key Responsibilities

Client Service & Insurance Operations (75-80%)

Under the guidance of a trainer, learn to:

• Support sales initiatives and long-term business objectives that drive profitability, growth, and operational effectiveness.
• Respond to inquiries from clients, insurance carriers, underwriters, and third parties.
• Advise clients on insurance coverage and basic risk management considerations.
• Process policy changes, endorsements, renewals, and cancellations.
• Assist clients with claims and billing inquiries.
• Develop and maintain professional relationships with insurance companies and underwriting partners.

Quoting & Cross-Selling (10-15%)

Learn to:

• Provide quotes for existing lines of business and replacement coverage options.
• Identify opportunities to cross-sell additional insurance products and services.
• Support client retention and account growth initiatives.

Compliance & Risk Management (0-5%)

Learn to:

• Identify and promptly report situations that may result in potential Errors & Omissions (E&O) exposure or Department of Insurance (DOI) complaints.
• Escalate compliance-related concerns to management as appropriate.

Additional Duties (0-5%)

• Perform other duties and special projects as assigned.

Performance Expectations

• Meet performance standards and behavioral expectations established by management.
• Complete assigned responsibilities accurately, efficiently, and professionally.
• Build and maintain positive working relationships with clients, colleagues, carriers, and business partners.
• Demonstrate initiative in learning, professional development, and acquiring technical knowledge.
• Adhere to company policies, the Code of Business Conduct, confidentiality requirements, attendance expectations, and safety guidelines.

Qualifications

Education

• High school diploma or equivalent required.

Experience

• Previous customer service experience preferred.
• Strong analytical, problem-solving, and decision-making abilities.
• Excellent verbal, written, and interpersonal communication skills.
• Strong organizational, time management, and technology skills.
• Ability to learn and apply insurance concepts in a fast-paced environment.
• Customer-focused mindset with strong attention to detail.

Licensing

• Must obtain a Property & Casualty License within 30 days of completing the required state pre-licensing course. Training and license fee paid for by Home Services Insurance.

Pay Range: $20.00 - $24.00 per hour

Actual compensation will be based on experience, skills, and qualifications.