Company: American Family Insurance – Nicole Feltz, Agent
Location: Overland Park, KS
Job Description:
The Customer Service Representative supports all agency operations but specializes in Personal, Commercial & Brokerage new business eligibility, quoting, entry, and ongoing service. Our ideal candidate will be a decisive, self-starter, with a passion for working with people! They should have experience in customer service and internal sales and enjoy building customer relationships. We are looking for someone to be an ambassador of the American Family brand, who loves sharing about the products/services we offer.
Benefits:
- Dental, Vision, Disability, Life
- Unlimited Paid Time Off after 120 days with prior approval
- Base + Commission + Bonus opportunities monthly
- Base Range – $36,000 – $45,000
Schedule:
- Full-Time Position
- Monday – Friday, rare weekend for special events (client appreciation, galas, etc.)
As a Customer Service Representative, you will be expected to:
Office Operations
- Process changes to existing accounts and policies
- Serve as a liaison on behalf of the customer between the agency and various business partners
- Assist customers with claims by directing them to the appropriate Claims Department contacts and resources.
- Provide personalized, professional customer service experiences through building trust and developing strong customer relationships
- Respond to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures
- Maintain document retention strategies for customer interactions
- Provide front-line service for incoming customer requests via email, phone, and walk-in
- Schedule appointments with existing or prospective customers for agency Team Members
- Perform daily administrative functions to assist the agency owner, office manager or sales unit manager
- Assist with set up and execution of agency events
- Assist with cash handling and banking activities
Insurance Sales
- Participate in reviews of existing coverages and may advise customers regarding policy options
- Estimate and quotes policy premiums complying with underwriting guidelines
- Identify cross-selling opportunities during customer interactions and takes appropriate action
- Contact appropriate business partners for guidance when needed
Education/Licenses/Designations
- Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products.
- This position must have all qualifying lines of authority: Property; Casualty; Life
- Valid driver’s license required
- College Degree preferred
Required Knowledge and Skills
- Demonstrated experience with bookkeeping and record keeping
- Experience with building relationships
- Experience with Microsoft Office applications
- Demonstrated customer service experience
- Excellent oral and written communication skills
- Demonstrated analytical skills
- Experience using a wide range of digital devices such as smartphones, tablets, and laptop computers
Preferred Knowledge and Skills
- Office management or supervisory experience
- Experience with financial software, such as QuickBooks, Quicken
- Knowledge of insurance concepts and principles
- Basic knowledge of effective prospecting and sales experience
- Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, LinkedIn, etc.
Job Type: Full-time
Pay: $17.56 – $21.95 per hour
Expected hours: 35 – 40 per week
Benefits:
- Dental insurance
- Flexible schedule
- On-the-job training
- Paid time off
- Vision insurance
Experience level:
- 3 years
Shift:
- 7-8 hour shift
- Day shift
- Weekly day range: Monday to Friday
- Weekends as needed
Work setting:
- In-person
- Office
Work Location: In person
Apply: felt
