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Financial Service Representative Trainee Jobs (NOW HIRING)

Illinois Mutual

Policy Service Rep Trainee

Peoria, IL · On-site

$33K - $34K/yr

Policy Service Representative Trainee Department: Policy Service Reports To: Jenny Redd Location: Home Office Job Type: Full Time Commitment to Core Values At Illinois Mutual, our culture is built ...

CFS

Financial service representative

Aurora, IL · On-site

Patient Financial Services Representative A respected healthcare organization is seeking a Patient Financial Services Representative to join its team. This role is ideal for an individual with health ...

New

CFS

Financial service representative

Aurora, IL · On-site

Patient Financial Services Representative A respected healthcare organization is seeking a Patient Financial Services Representative to join its team. This role is ideal for an individual with health ...

New

Search Solution Group

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Financial Service Representative

Virginia Beach, VA · On-site

$20 - $21/hr

Financial Services Representative Work Location: Fully Onsite Industry: Banking / Financial Services Experience Required: 2-3+ years of recent banking or financial services experience Position ...

Catalyst Career Group

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Financial Representative Trainee (Sales)

Minneapolis, MN · On-site

$36K - $75K/yr (+ commission)

Are you driven, self-motivated, and eager to jumpstart your career in the financial services ... As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you ...

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How much do financial service representative trainee jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for financial service representative trainee in the United States is $25.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $28.85 per hour, depending on experience, location, and employer.

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Trainee - Customer Service Representative (West Coast)

Remote

Robertson Ryan Insurance
Insurance Services • 201 - 500 employees
Learn more about Robertson Ryan Insuranceexternal

$16.50 - $22.25/hr

Full-time, Part-time

Re-posted 2 days ago

Robertson Ryan Insurance rating

8.7

Company rating: 8.7 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

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 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property amp; 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 (Trainee):

As a Personal Lines Customer Service Representative, you will have the primary responsibility of managing customers' service needs. In this role, you will work with the account manager, prepare proposals, answer incoming phone calls, greet and direct insurance visitors, enter change requests and endorsements, and maintain our agency management system with current information.

This position is Remote Monday-Friday from 8:00am-4:30pm (PT).
This role is a great opportunity for someone eager to learn, develop new skills, and grow within the organization. In addition to administrative responsibilities, the position offers exposure to the insurance business and opportunities for professional development and advancement over time.

Responsibilities of a CSR (Trainee):

  • Personal Lines policy information collection
  • Distribute quotes to prospective customers and current customers with follow up to answer questions.
  • Maintain document retention and document uploads, as needed per carriers.
  • Assist clients with making coverage changes and complete all service requests for clients.
  • Provide billing support to customers.
  • Understand and discuss coverages with clients.
  • Develop good working relationships with the underwriters.
  • Ensure that client issues are efficiently handled with resolution.
  • Email personal policy documents, as needed.
  • Answer office phone, assist customer thoroughly and direct call to appropriate person, if needed.
  • Establish and preserve a solid business rapport with clients.
  • Maintain accuracy in agency management system, quoting system, and carrier systems.
  • Additional projects, as needed.

Required Qualifications (within 6 months of hire):

  • Willing to train the right candidate with excellent customer service and must be willing to get a Property amp; Casualty Insurance License within 6 months of hire.
  • Must be willing to work full time remote in Pacific Time Zone.

Requirements of a CSR (Trainee):

  • Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.)
  • Demonstrate excellent oral and written communication skills.
  • Excellent organizational skills and strong problem-solving skills.
  • Ability to prioritize and handle multiple tasks independently.
  • Exceptional customer service experience and skills.
Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.

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.

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