Customer Service Rep

  • Full-time

Company Description

Our Agency Support personnel maintain customer records and assist policyholders and
prospects with questions and concerns. In the process of providing outstanding
customer service and agency support, you’ll have opportunities to help people
find the right coverage for their insurance needs! Agency Sales Representatives
assist Agents with day to day tasks such as scheduling appointments, generating
and processing sales leads, insurance quoting, follow up, completing applications
and cross selling. You’ll receive training and support as you handle a full scope of responsibilities, including customer relations, sales and marketing and agency office operations.


Job Description



Agency Office
Operations




  • Administer office practices and
    procedures

  • Schedule client appointments for
    agent and sales producers as requested

  • Maintain information in the
    agency's customer database for future follow up

  • Manage agency correspondence as
    required

  • Continue to maintain and develop
    knowledge of American Family products and services and support efforts to
    increase agent business



Customer Relations




  • Discuss insurance product
    offerings with current and potential customers

  • Maintain high customer service
    standards to attract and retain customers

  • Advise customer of claims and
    billing policies and procedures as needed

  • Respond to inquiries, issues and
    complaints



Sales &
Marketing




  • Coordinate agency prospecting
    through direct mail, company prospecting program and Personal Insurance
    Reviews

  • Understand products, procedures
    and best practices for promoting policy growth and retention

  • Attend marketing networking
    events with agent for community brand awareness

Qualifications

Qualified candidates
will possess:



  • Outstanding customer
    service and people skills

  • Licenses in property, casualty,
    health and life (or these
    must be obtained in order to continue employment with the agency)

  • Organization,
    prioritization, and multi-tasking skills

  • Demonstrated oral and
    written communication skills

  • PC skills; experience
    with Windows-based computer applications a plus

  • Ability/desire to work
    in small business environment

  • Ability to learn
    American Family products, services, and computer systems

  • Minimum of a High School
    diploma or equivalent

  • Prior insurance
    experience is not required