Personal Lines Customer Service & Sales Agent

Job Description

We are seeking a motivated and detail-oriented Personal Lines Customer Service/Sales Agent to join our team. In this role, you will be responsible for managing an assigned book of business, providing exceptional customer service, and making modifications to accounts as needed. You will also work with new clients looking for insurance. You will work directly with clients to offer risk analysis and coverage recommendations, ensuring their insurance needs are met effectively.

The ideal candidate will hold a valid Wisconsin insurance license and be a motivated, self-driven individual who thrives in a fast-paced environment. Strong communication, organizational, and time-management skills are essential, along with the ability to identify important details, prioritize effectively, and keep work moving forward to completion.

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

• Manage customer data and document all interactions accurately in Applied Epic, our agency management system.
• Navigate and utilize insurance company websites to process policy changes and new business.
• Conduct regular reviews with clients to assess their evolving insurance needs and provide guidance on appropriate coverage.
• Maintain consistent communication with customers through email and phone to inform them about policy updates and changes.
• Assist customers with claims, offering support and guidance throughout the claims process to ensure a smooth experience.
• Consult with new agency customers to analyze current insurance policies and risk exposures, identify coverage gaps, and develop customized insurance plans that align with their goals and protection needs.

• 2-5 years of experience in personal insurance in preferred.
• Current Wisconsin Property & Casualty insurance license or the ability to obtain one within 3 months of hire.
• Strong problem solving skills with a keep capacity for critical thinking.
• Detail-oriented with a focus on accuracy and completeness.
• Excellent verbal and written communication skills.
• Effectively multi-task and adapt to changing priorities.
• Self-directed and self-motivated with the ability to work independently.
• Maintain a positive and professional demeanor in all interactions.
• Proficient in Microsoft Outlook, Work and Excel; preferred experience with insurance operating systems, particularly Applied Epic.