Customer Service Representative

American Family Insurance; Liberty (MO); On-site; USD 21,000 - 32,000; Full time

Job summary

American Family Insurance in Liberty, Missouri seeks a Customer Service & Sales Representative to handle inquiries, assist customers with policies, and identify opportunities to offer additional products and services. This is a part-time or full-time, on-site role designed to deliver exceptional service and sales support.

Responsibilities include processing policy changes, managing customer accounts, responding to claims inquiries, and supporting team goals.

Qualifications

• Customer service experience with strong interpersonal skills.
• Ability to listen actively and resolve customer concerns empathetically.
• Experience in selling or cross-selling insurance products.
• Experience with managing customer accounts and policy changes.
• Familiarity with CRM tools and documentation/reporting software.
• Licensing: current Insurance License or willingness to obtain within 30 days.

Responsibilities

• Handle inquiries and assist customers with insurance policies.
• Process policy changes and manage customer accounts.
• Respond to claims inquiries and support sales initiatives.
• Identify opportunities to recommend additional products and services.

Skills

Customer service

Communication

Active listening

Sales

Relationship management

Administrative skills

Organizational skills

CRM proficiency

Self-motivation

Collaboration

Insurance knowledge

Education

High school diploma or GED

Insurance license

Tools

CRM systems

Documentation software

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.

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; additional certifications or degrees in related fields are advantageous.