Job description

Objective
The Customer Service Representative provides an excellent customer experience for potential and existing customers. Assists the agency owner with attaining agency service goals. Identifies opportunities to cross sell and coordinates with sales specialists for follow-up.

Customer Service
· 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
· Drives customer satisfaction by following the American Star best practices
· 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.

Agency Operations
· Schedules appointments with existing or prospective customers for agency employees
· Performs daily administrative functions to assist the agency owner, office manager or sales unit manager

Insurance Sales
· 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 (Life).

Education/Licenses/Designations
· Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products.
· Valid driver’s license required

Role Requirements
· Demonstrated customer service experience
· Effective communication skills
· Experienced with PC software applications
· Solid knowledge and understanding of basic mathematical skills

Job Type: Full-time

Salary: $21.00 - $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off

Weekly day range:

• Monday to Friday

Ability to commute/relocate:

• Madison, WI 53718: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Madison, WI 53718

Pay: $21.00 - $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off
• Work from home

Contract type:

• Permanent

Supplemental pay types:

• Bonus pay
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote
• In-person

Ability to commute/relocate:

• Madison, WI 53718: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Insurance Producer License (Preferred)
• Life Insurance License (Preferred)

Work Location: Hybrid remote in Madison, WI 53718

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