What are the responsibilities and job description for the Customer Service Representative - Personal Lines (Clintonville, WI) position at Robertson Ryan Insurance?
Recognized nationally as a Top Workplace and Top 100 US Insurance Agency!
Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 65,000 clients, from small businesses to major national accounts across various industries. With a team of more than 490 professionals and partnerships with over 150 insurance companies, we are the 48th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It’s an exciting time to join our growing firm!
Customer Service Representative Summary:
The Personal Lines CSR will be responsible for handling accounts from the first point of contact, by collecting information through binding, and servicing the accounts. Must have excellent communication skills, be detail-oriented, have the ability to multi-task, and have strong problem-solving skills. It is important to provide professional and courteous service to our clients, carrier representatives, Underwriters, and colleagues, that meets or exceeds expectations.
This is an onsite position in our Clintonville, WI office.
Major Responsibilities:
- Communicate and identify opportunities to promote and enhance coverage based on the client’s needs.
- Handle customer service and items relating to coverages, claims, certificates and accounting/billing. Provide billing support to customers.
- Understand complex exposures including specialty product lines.
- Organize and prioritize workflows for assigned book(s) of business.
- Distribute quotes to prospective customers and current customers with follow up to answer questions.
- Prepare applications, proposals and marketing items for existing and new business.
- Bind all personal lines business including sending all documents and completing e-signatures.
- Maintain accuracy in agency management system, quoting system, and carrier systems. Input data into appropriate software for vendors/carriers/clients within required timeframe.
- Assist clients with making coverage changes and complete all service requests for clients.
- Ensure that client issues are efficiently handled with resolution. Establish and preserve a solid business rapport with clients.
- Additional office projects, as needed.
Requirements:
- Experience handling Personal Lines Insurance, Minimum 3 years (Required).
- Must be willing to learn the insurance industry technology management systems. Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.)
- Demonstrate excellent oral and written communication skills.
- Ability to prioritize and handle multiple tasks independently.
- Property & Casualty Insurance License (Required).
- Applied EPIC experience (Preferred).
Other Requirements:
Must be willing to work in our Clintonville, WI office.
EEO/AA Statement: Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.
