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Insurance Service Manager

Job in Oshkosh, Winnebago County, Wisconsin, 54901, USA
Listing for: Fallon Insurance Agency
Full Time position
Listed on 2026-10-09
Job specializations:
  • Sales
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 42000 - 62000 USD Yearly USD 42000.00 62000.00 YEAR
Job Description & How to Apply Below

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.

Benefits
  • 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
  • Annual Base Salary + Bonus Opportunities
  • 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
Company Description

Fallon Insurance Agency is a dynamic leader in the insurance industry, passionately committed to securing peace of mind and comprehensive protection for our clients. We're actively seeking energetic, professional talent to join our thriving team and drive our mission forward. Explore a rewarding career with us!

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