Client Care Specialist - Insurance (In-Office)

Fallon Insurance Agency; Oshkosh (WI); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Job summary

Fallon Insurance Agency in Oshkosh, WI is seeking a Client Service Agent to join our local office. You’ll help clients with questions, policy changes, and coverage options, while supporting the sales team and ensuring excellent service.

No prior insurance experience required, we focus on attitude and coaching ability. Base pay ranges from $40,000 to $45,000 per year, plus commission on policies sold and bound.

Qualifications

• You enjoy helping people.
• You take coaching well and want to learn.
• You communicate clearly on the phone and in writing.
• You show up on time, every day.
• You’re comfortable on a computer and can learn new software.
• You’re willing to get your Wisconsin Property and Casualty license within 30 days of hire, plus any other state licenses we need.

Responsibilities

• Start the morning with our team huddle.
• Welcome new clients and walk them through their coverage.
• Handle policy changes, take payments, and answer questions by phone and email.
• Review clients’ policies and recommend AAA memberships and coverage that fit their needs.
• Quote, sell, and bind policies when a client is ready.
• Help our sales team so they can spend more time with new families.
• Keep clear notes so anyone on the team can pick up where you left off.

Job description

Fallon Insurance Agency in Oshkosh, WI is seeking a Client Service Agent to join our local office. You’ll help clients with questions, policy changes, and coverage options, while supporting the sales team and ensuring excellent service.

No prior insurance experience required, we focus on attitude and coaching ability. Base pay ranges from $40,000 to $45,000 per year, plus commission on policies sold and bound.