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The Bellante Agency, Inc Hales Corners, WI

1 day ago Be among the first 25 applicants

Agency Owner and Dream Protector - American Family Insurance

Objective

The Customer Service Specialist provides an 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.

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: Personal Insurance Review, rate revision notification, and claims process.
• 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.
• Assists with setup and execution of agency events.
• Assists with cash handling and banking activities.

Insurance Sales

• Participates in reviews of existing coverages and may advise customers regarding policy options.

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Shift:

• No nights

Experience:

• English: 1 year (Required)
• Customer service: 1 year (Required)

License/Certification:

• Property & Casualty License (Preferred)

Seniority Level

Entry level

Employment Type

Full-time