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Customer Service Agent

4 months ago


Waukesha, United States Myknowledgebroker Full time

** Customer Service Agent - Personal Lines**

**Job Category****:** Service **Requisition Number****:** CUSTO001262 Showing 1 location **Job Details**

**Description**

**REQUIREMENTS**

* Associate Degree or equivalent

* 2+ years of Personal Lines experience preferred

* Experience with High Net Worth clients preferred

* Superior customer service skills

* Detail oriented with strong organizational and multi-tasking abilities

* Ability to thrive in a fast paced environment

* Accurate, efficient, and proactive approach to problem solving

* Excellent written and verbal communication skills

* High level of professionalism with strong interpersonal skills

* Outstanding phone etiquette and listening skills

* Proficient in Microsoft Office Suite (Outlook, Word, & Excel)

* Experience utilizing an agency management system (AMS360 preferred)

* Experience with carriers dedicated to providing coverage for High Net Worth clients preferred

* Property & Casualty Insurance license required

**RESPONSIBILITIES**

Youll be part detective, part counselor, and part hero R&Rs Personal Lines service team members are responsible for servicing a dedicated book of business and maintaining industry-leading retention by educating clients about their insurance coverages, processing requested coverage changes, identifying and resolving gaps in coverage, reviewing renewal policies, and assisting clients with claims. Our CSAs embrace a proactive work approach and build long lasting relationships with clients & insurance partners. Working within R&Rs team based environment, you will have the opportunity to be a resource for other team members and partner with a wide range of insurance carriers to find the most comprehensive coverage solution for your clients. Youll also be responsible for the upselling and account-rounding of your own book of business, helping to contribute to the continued growth of R&R

* R&R offers fulfilling careers, not just another job

* Competitive salary, paid time off benefits, and a Smart Casual dress code

* Healthy work-life balance with a 37.5 hour work week and a half day off every other week

* Family-owned agency with an employee-centric culture that is second-to-none

* Strong leadership structure with a commitment to growth and independence

* Brand new, purpose built office building featuring a Fitness Center, Caf, and collaboration areas

* Ergonomic furniture including sit/stand desks for comfort while working

* Competitive Benefits package that includes:

+ Medical, Dental, Vision, Life, Flex Spending Accounts, and more

+ 401K plan with company match and annual profit sharing program

+ Robust wellness programs with access to an on-site masseuse and chiropractor

+ Company paid licensing, designations, and continuing education

* Industry-leading recognition including:

+ An IIABA Best Practices Agency

+ Ranked the #1 Bonding and Insurance Firm 4 years running by The Daily Reporter

+ A Silver Workplace Health Achievement by The American Heart Association

* Community involvement through philanthropy, fundraising, and volunteerism

* Opportunity to express yourself through a variety of company sponsored committees

* Discounts on personal insurance, passes to local area attractions, and more

**See why a career with R&R is like no other Join the Knowledge Broker Team today**

**Qualifications**

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**Education**

**Experience**

**Licenses & Certifications**