Agency Customer Service Representative

Agency Sales personnel are hired by Agents to assist in producing appointments, applications and sales through lead generation and follow up. This position lets you get a feel for a career as an Agent without the commitment of owning the business – it is a great opportunity to learn from and work alongside a successful entrepreneur. You’ll receive training and support as you handle a full scope of responsibilities, including customer relations, sales and marketing and agency office operations.
Sales and Marketing

Coordinate agency prospecting through direct mail, company prospecting programs and Personal Insurance Reviews.

Understand products, procedures and best practices for promoting policy growth and retention

Schedule/confirm appointments for agent

Achieve individual production goals as established by agent

Customer Relations

Discuss insurance product offerings with current and potential customers

Maintain high customer service standards to attract and retain customers

Advise customer of claims and billing policies and procedures as needed

Respond to inquiries, issues and complaints

Agency Office Operations


Administer office practices and procedures

Maintain information in the agency’s customer database for future follow up

Manage agency correspondence as required

Continue to maintain and develop knowledge of American Family products and services and support efforts to increase agent business
REQUIREMENTS
Qualified candidates will possess:

Outstanding sales and relationship skills

Experience in telemarketing or other sales environment with demonstrated persuasion skills

Licenses in property, casualty, health and life (or these must be obtained in order to continue employment with the agency)

Prior insurance experience is not required

Organization, prioritization, and multi-tasking skills

Demonstrated oral and written communication skills

PC skills; experience with Windows-based computer applications a plus

Ability to learn American Family products, services, and computer systems

A minimum of a High School diploma or equivalent