Customer Service Specialist

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, Personal Insurance Reviews, and the Internet.
•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
•High School diploma or equivalent