Insurance Customer Service Trainee

Personal Lines Insurance CSR Trainee

Are you a people person who also recognizes the importance of details in communication and documents? Would you enjoy contributing to the success of a business or being part of an individuals accomplishments like buying a car or a house or building a family? Are you excited when you receive a call, text, or email even if you are busy? Do you look at every encounter as a learning opportunity? Are you very comfortable with learning new software and using technology? If yes, we have an opportunity for you!

We have an immediate opening for a Personal Lines CSR Trainee (PLT), an entry-level position in our Lexington, MA office.

About the Job: Tonrys Personal Lines CSR Trainee (PLT) works directly with our Personal Lines Manager learning how to service and grow personal lines insurance accounts. The PLT has frequent interactions with our clients and business partners. Whether the interaction is in person, over the phone or via email, it is important that a positive rapport is established. For this reason, the PLT position needs to be filled by a well-spoken and friendly person with excellent organizational skills and true reliability. Strong software and processing skills are absolutely required. The PLT must be able to complete tasks and establish priorities in a fast-paced setting. Attention to detail is extremely important as you prepare Insurance Binders, Registry Paperwork, and Applications.

Growth Opportunities: This position is designed for growth within Tonry Insurance Group. The PLT is the first step to becoming a Personal Lines Account Manager. We pay for job-related classes and licensing and provide training paths to further your career.

Hourly Base Salary + Bonus Opportunities

Bonus Opportunities

Licensing Assistance. Will pay 100%

Mon-Fri Schedule

Holidays Off

401k Plan

Paid Holidays

Career Growth Opportunities

Professional Development

Advancement Opportunities

Hands on Training

Continuing Education Opportunities

Ongoing Training Seminars

Performance Bonuses

Professional Work Environment

Healthcare Spending Account

Tuition Reimbursement

Employee Discounts

Paid Parking

Equipment Provided

Office Snacks and Coffee

Pet-Friendly Office

Paid Sick Leave

Family Leave

Health Insurance

Life Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Supplemental Insurance

Walking distance to train

Specific tasks include but are not limited to:

• Review renewal policies and policy changes for accuracy and deliver to customers
• Assist customers with reporting claims
• Phone/Reception welcome calls and visitors
• Investigate and answer billing questions
• Review coverage and rate options to provide options for our customers
• Create and maintain relationships with our insurance company partners
• Deliver superior customer service while adhering to guidelines and workflows
• Be eager to expand your skills and knowledge
• Other administrative tasks as needed

Future responsibilities:

• Create and maintain relationships with existing customers
• Serve as the lead point of contact for all customer account management matters
• Welcome and foster opportunities to acquire new customers and grow existing accounts by marketing, quoting, and delivering proposals

Qualifications & Experience:

• Self-motivating, client caring, and team-oriented
• Strong computer and communication skills
• Ability to learn and retain information from online classes, in-person classes, on the job training, and self-directed research
• Attention to detail
• Strong time management skills, ability to prioritize, and be efficient
• Excellent phone and written communication skills