Customer Service Representative

Job Description

Welcome to Chamberlin & Associates - American Family Insurance, a dedicated insurance agency deeply rooted in the Greenfield, Wisconsin community.

We're looking for a bright, energetic Customer Service Representative to join our team. If you have a passion for helping people secure their financial future and thrive on building genuine connections, this could be the perfect fit for you.

Apply for the position today by completing the form and completing the assessment.

• Paid Time Off (PTO)
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities

• Provides personalized, professional customer service experiences through building trust and developing strong customer relationships
• Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures
• Ability to learn and explain insurance products effectively
• Processes changes to existing accounts and policies
• Serves as a liaison on behalf of the customer between the agency and various business partners
• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.

• Schedules appointments with existing or prospective customers for agency employees
• Performs daily administrative functions to assist the agency owner
• Assist with cash handling and banking activities

• Participates in reviews of existing coverages and may advise customers regarding policy options
• Estimates and quotes policy premiums complying with underwriting guidelines
• Identifies cross-selling opportunities during customer interactions and takes appropriate action
• Contacts appropriate business partners for guidance when needed

• Property, casualty licenses, or life are not required, but helpful for commission opportunities.

• Former insurance office helpful, but not required.
• Demonstrated customer service experience
• Effective communication skills
• Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
• Solid knowledge and understanding of basic mathematical skills

• General office setting
• Potential hybrid work option in the future.