Customer Service Rep
Listed on 2026-09-18
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Insurance
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Customer Service/HelpDesk
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.
- 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
- 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
- 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
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