Customer Loyalty Specialist

Overview

Our Office and Values Culture is a top priority of our agency, and we do everything we can to make insurance as fun as possible. We recently moved to the heart of the central eastside in the amazing Washington High School building where Revolution Hall is located. This building has an amazing rooftop space that we have access to year-round as well as many common spaces in the building.

There are also lots of trendy and delicious restaurants and lounges within walking distance from our space. Our office has an open floorplan so our team can work collaboratively. We have ergonomic office furniture and keep up with technology updates to ensure that our team members have the tools they need to be successful. We are goal oriented and we re proud to be one of the highest performing American Family Insurance agencies in the state of Oregon.

We have an excellent reputation online which shows that we truly value people and relationships with our team and our clients.

• Manages and monitors multiple customer touch points for a continued long-term relationship over the life cycle of the customer
• Monitors the customers’ needs to ensure that the agency exceeds their expectations
• Respond to customer inquiries regarding coverage, billing, claims or products
• Cross-sell additional insurance lines to existing clients
• Learn eligibility requirements for various lines of insurance and ensure contracts are properly underwritten
• Provide certificates of insurance to mortgage lenders and property managers for clients
• Follow up on new prospective customer leads
• Insurance quoting
• Manage monthly Personal Insurance Review program

• Must have or be willing to obtain Property/Casualty license within 30 days of starting employment (cost covered by agency)
• Minimum 4 years customer service experience
• Outstanding phone etiquette and verbal communication skills
• Technical ability to utilize multiple computer database systems
• Adept at utilizing social media for networking and sales initiatives
• Excellent organization, prioritization and multi-tasking skills
• High school diploma and preferably some post-high school education
• Computer
  
  Skills:
  
  Proficiency in Outlook, Word, Excel, and web-based programs

• Hourly salary range of $23 - $30/hour depending on experience
• Additional Monthly Commission opportunities
• 40 hours per week
• PTO and paid holidays
• Health Insurance
• Employer Sponsored Retirement Account

• Job Type: Full-time
• Benefits:
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • On-the-job training
  • Paid time off
  • Vision insurance
• Shift: Day shift
• No nights
• Work Location:
  
  In person

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.