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Insurance Service Manager

Job in Oshkosh, Winnebago County, Wisconsin, 54901, USA
Listing for: The Juris Agency
Full Time position
Listed on 2026-10-05
Job specializations:
  • Sales
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 18 - 28 USD Hourly USD 18.00 28.00 HOUR
Job Description & How to Apply Below
Job Description

  • *** PLEASE DO NOT APPLY IF YOU DO NOT HAVE YOUR P&C LICENSE ALREADY***
  • Fallon Insurance Agency is looking for a Customer Experience Manager the heartbeat of our client relationships and the person who makes sure every family we protect feels taken care of long after the sale.
  • This is a service and retention role with a sales component, built on a simple belief: take care of people, and everything else takes care of itself. You'll own the onboarding experience, keep our households complete and protected, handle every walk-in like a guest in your home, and help existing clients round out the coverage their families need.
  • We supply the systems, the training, and the coaching. You bring the heart for service and the discipline to do it right every time.
  • Here's what you win here:
  • A strong hourly base that reflects the experience this role requires
  • Per-policy pay on every policy you write — for walk-ins and cross-sells, you earn just like a producer does
  • A year-end profit-share you share in after one year with us
  • A full benefits package that protects you and your family
  • A real career path inside a growing agency that develops its people into leaders
  • This is not a revolving-door job. We're building a team of professionals who take pride in protecting families and doing work that matters. If you're organized, warm, detail-obsessed, and you love helping people, you'll fit right in.
  • The kind of person who thrives here is:
  • Detail-oriented
  • Warm and client-focused
  • Organized and disciplined
  • Positive
  • Committed to Continuous Improvement
  • Apply today — and let's take care of people the right way, together.
Benefits
  • Paid Time Off (PTO)
  • Hands on Training
  • Mon-Fri Schedule
  • Career Growth Opportunities
Responsibilities
  • Complete accurate, fully documented onboarding for every new household
  • Handle all required AAA underwriting, signature, ACORD, mortgagee, and lienholder documentation
  • Maintain complete, accurate records in Agency Zoom
  • Handle all walk-in customers and write coverage for them where appropriate
  • Cross-sell existing clients on missing lines of coverage within the agency
  • Drive Google reviews and gather referrals
  • Lead household-save and retention efforts (cancellation, rewrite, reinstatement, and remarket saves)
  • Deliver an outstanding client experience on every interaction
  • Maintain service, quality, and compliance standards
Requirements
  • Active Property & Casualty license
  • Customer service or insurance service experience preferred
  • Exceptional attention to detail and documentation discipline
  • Strong communication and relationship skills
  • Organized, dependable, and process-driven
  • Professional attitude and a genuine heart for helping people
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