Insurance CSR Trainee — Training Toward Licensure

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

Benefits offered by this job

Medical benefits

Health Savings Account

Dental

Vision

Life Insurance

Paid Vacation (PTO)

401(k) with employer match

Flexible Spending Account

Employee Assistance Program (EAP)

Job summary

HomeServices of America in New Brighton, MN offers a six-month CSR Trainee program to train you in day-to-day client service and support for new and existing clients. After completion and licensure, you may transition into a customer service role.

You will learn to handle client calls, advise on insurance coverage, process policy changes, assist with claims and billing, and build strong relationships with carriers. This role starts with a six-month training period and competitive pay.

Qualifications

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

Responsibilities

• Learn to support sales programs and long-term objectives to enhance profitability, cost control and organizational effectiveness.
• 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 to provide quotes on current lines of business and cross-selling.
• Identify and report any potential or actual errors or complaints to management.
• Perform additional responsibilities as requested.

Skills

Analytical skills

Problem-solving

Communication skills

Time management

Organizational skills

Education

High School Diploma or equivalent

Job description

HomeServices of America in New Brighton, MN offers a six-month CSR Trainee program to train you in day-to-day client service and support for new and existing clients. After completion and licensure, you may transition into a customer service role.

You will learn to handle client calls, advise on insurance coverage, process policy changes, assist with claims and billing, and build strong relationships with carriers. This role starts with a six-month training period and competitive pay.