Customer Service Specialist
bellante agencyHales Corners (WI)
About the role
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Employee discounts
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
Benefits/Perks
Competitive hourly pay rate plus commission and/or bonuses
Paid training
Paid Time OffGroup Health InsuranceGroup Dental InsuranceGroup Vision Insurance 401k Matching
Job Summary:
The Customer Service Specialist provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.
Responsibilities:
- Provides personalized, professional customer service experiences by 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 best practices: Personal Insurance Review, rate revision notification, and claims process
- Processes change 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.
Schedules appointments with existing or prospective customers for agency employees
Qualifications:
- Demonstrated customer service experience
- Effective communication skills
- Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)P and C Insurance License and/or Life insurance License
This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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