Customer Service Representative

7 days ago


Waukesha, Wisconsin, United States Myknowledgebroker Full time
Customer Service Agent - Personal Lines

**Job Summary**

We are seeking a highly skilled and customer-focused Customer Service Agent to join our Personal Lines team. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their insurance needs are met, and building long-lasting relationships.

Responsibilities

  • Service a dedicated book of business and maintain industry-leading retention
  • Educate clients about their insurance coverages and process requested coverage changes
  • Identify and resolve gaps in coverage, review renewal policies, and assist clients with claims
  • Upsell and account-rounding of your own book of business to contribute to the continued growth of R&R

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)
  • Property & Casualty Insurance license required

What We Offer

  • Competitive salary and paid time off benefits
  • 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
  • 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 including 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

Why Choose R&R?

  • 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

  • Philanthropy, fundraising, and volunteerism opportunities
  • Discounts on personal insurance, passes to local area attractions, and more

Join Our Team

We are a dynamic and growing agency that values our employees and provides opportunities for growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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