Learn fundamentals of insurance agency operations, including front office and support functions. Includes back office customer service and marketing (no cold calls). Heavy IT cross training, including database reports, mailmerge, web browser interfaces and network infrastructure.
Requires aptitude for guided self study, comfort with customer interaction, ability to communicate clearly and concisely, and love of all things tech.
Must be capable of guided self study
Areas of concentration:
linux operating system
windows operating system
html website design
bootstrap mobile web framework
libreoffice office suite
freepbx telephone system
create additional insurance business through automated and online marketing
improve agency profitability through automated account servicing and systems efficiencies
maintain and improve IT infrastructure
Personal Lines Customer Service Representative Trainee - Full Time
Entry level career opportunity. This position is very consumer oriented. You will be in constant contact with our insureds and other members of the community. Besides the computer proficiency and verbal and written communication skills required for the job, and great attention to detail, an outgoing and friendly personality is a must.
CSR Job Description: to become knowledgeable in personal lines coverages, such as homeowners, personal automobile, boats, umbrellas; service personal lines accounts, including policy changes and handling claims; become familiar with and follow company guidelines and underwriting criteria; correspond and interact with clients and insurance company underwriters; research coverage questions and explain to insureds; sell new and additional policies; solicit other types of insurance.
IT/Database training also available.
Experienced Insurance CSRs may also be considered.Insurance Customer Service Assistant – 20 Hours
Duties: Assist Customer Service Representatives with background support functions.
Service personal lines accounts, including homeowners, personal automobile, boats, umbrellas, policy changes and handling claims; be familiar with and follow company guidelines and underwriting criteria; assist in preparation of policy quotes and proposals; prepare applications and policy change requests for submission to insurance companies, including via company websites; correspond and interact with clients and insurance company underwriters; research coverage questions and explain to insureds.Skill Requirements: