Customer Service Rep

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.

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

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