Customer Service Representative Trainee
4 weeks ago
As a Customer Service Representative Trainee at HomeServices Insurance, you will embark on a six-month training program to develop the skills and knowledge necessary to provide exceptional day-to-day service and support to clients. Upon completion of the program and obtaining the required licensure, you will be well-positioned to transition into a customer service role.
Key Responsibilities- Support Sales Programs
- Learn to support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control, and organizational effectiveness.
- Client Support
- Handle calls from clients, underwriters, and third parties.
- Advise clients on insurance coverage and risk management issues.
- Process policy changes and cancellations.
- Assist with claims and billing inquiries.
- Foster and maintain good working relationships with insurance companies and underwriters.
- Quote and Cross-Sell
- Work with existing clients to provide quotes on current lines of business or line replacements and cross-sell opportunities.
- Error Reporting
- Identify and report any circumstances that may lead to potential or actual HomeServices errors and omissions claims or Department of Insurance complaints to the department manager.
- Additional Responsibilities
- Perform any additional responsibilities as requested or assigned.
- 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.
- High School Diploma or equivalent work experience and knowledge.
- Previous customer service experience.
- Excellent analytical, problem-solving, and decision-making skills.
- Excellent oral, written, and interpersonal communication skills.
- Proven automation, time management, and organizational skills.
- Obtain Property and Casualty License during the program.
We offer a comprehensive 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).
HomeServices Insurance is an Equal Opportunity Employer.
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