Customer Service Representative Trainee

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.

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 Home Services 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%)

• 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.

Education:

• High School Diploma or equivalent work experience and knowledge.

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 during the program.

We offer a 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)

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.