Customer Service Representative

American Family Insurance; Liberty (MO); On-site; USD 24,000 - 38,000; Full time

Job summary

American Family Insurance in Liberty, MO is seeking a part-time or full-time Customer Service & Sales Representative to handle inquiries, assist customers with insurance policies, and identify opportunities to offer additional products and services.

You will process policy changes, manage customer accounts, respond to claims inquiries, and support sales initiatives to meet team goals while delivering friendly, helpful service that reinforces trust with policyholders.

Qualifications

• Strong interpersonal and communication skills for customer service.
• Ability to identify customer needs and upsell suitable products.
• Experience managing customer accounts and processing policy changes.
• Familiarity with CRM systems and documentation/reporting tools.
• Self-motivation and ability to collaborate in a team.
• Insurance industry knowledge or license or plan to obtain within 30 days.

Responsibilities

• Provide exceptional customer service by handling inquiries.
• Assist customers with insurance policies and coverages.
• Identify opportunities to offer additional products and services.
• Process policy changes and update customer accounts.
• Respond to claims inquiries and provide timely support.
• Support sales initiatives to meet team goals.
• Collaborate with teammates to ensure customer needs are met efficiently.

Skills

Customer Service

Communication

Sales

Relationship Management

Administrative Skills

Insurance Knowledge

CRM Tools

Education

High school diploma or GED

Property / Casualty Insurance License

Tools

CRM Tools

Job description

American Family Insurance has been providing reliable service and innovative products for over 90 years. Known for treating customers like family, the company takes pride in offering industry-leading service, trustworthy claims handling, and building strong, long-term relationships with policyholders. Integrity, ethical practices, and customer care are pillars of the company culture, fostering a legacy of trust and excellence. Customers can count on personalized and convenient support for all their insurance needs.

This is a part-time or full-time position, on-site role for a Customer Service & Sales Representative based in Liberty, MO. The role involves providing exceptional customer service by handling inquiries, assisting customers with insurance policies, and identifying opportunities to offer additional products and services. Responsibilities include processing policy changes, managing customer accounts, responding to claims inquiries, and supporting sales initiatives to meet team goals. The representative will work closely with customers to ensure their needs are met efficiently and effectively.

Role Description

This is a part-time or full-time position, on-site role for a Customer Service & Sales Representative based in Liberty, MO. The role involves providing exceptional customer service by handling inquiries, assisting customers with insurance policies, and identifying opportunities to offer additional products and services. Responsibilities include processing policy changes, managing customer accounts, responding to claims inquiries, and supporting sales initiatives to meet team goals. The representative will work closely with customers to ensure their needs are met efficiently and effectively.

Qualifications

• Customer Service and Communication Skills: Strong interpersonal skills, active listening, and the ability to resolve customer concerns professionally and empathetically.
• Sales and Relationship Management: Proven ability to identify customer needs, recommend suitable products, and build lasting relationships through trust.
• Administrative and Organizational Skills: Proficiency in managing customer accounts, processing policy changes, and maintaining accurate records.
• Technology Proficiency: Familiarity with computer systems, customer relationship management (CRM) tools, and other software for documentation and reporting purposes.
• Self-Motivation and Collaboration: Ability to take initiative, work independently, and contribute effectively to a team environment.
• Insurance Knowledge: Prior experience in the insurance industry or related field is required, along with a current Insurance License, or a commitment to obtain relevant licensing within 30 days of employment.
• Educational Background: High school diploma or GED required; as well as Property / Casualty Insurance License