Hybrid Insurance Office Rep: Customer Service & Sales

Cha & Associates, Inc. - American Family Insurance; Madison (WI); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Work from Home Hybrid Opportunities

Heath Insurance stipend

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Hybrid opportunity available to work 1

Job summary

Cha & Associates American Family Insurance in Madison, WI is seeking an Office Representative who blends customer service with administrative support and sales. This role offers a hybrid work arrangement and opportunities to grow within the agency.

You don't need years of insurance experience; we’re looking for motivated, professional individuals who are eager to learn and develop. Training and advancement are available as you build relationships with clients and teams.

Qualifications

• Friendly, professional, and comfortable working with people.
• Strong communication and listening skills.
• Organized and detail-oriented.

Responsibilities

• Welcome and assist customers by phone, email, and in person.
• Answer customer questions and provide friendly, professional service.
• Assist with policy changes, updates, renewals, and other service needs.
• Build relationships with customers and follow up when needed.
• Identify opportunities to recommend additional insurance products.
• Assist with quotes and present coverage options based on customer needs.
• Maintain accurate customer records and documentation.
• Support the agency with day-to-day office responsibilities.
• Work with the team to achieve customer service and sales goals.

Skills

Customer service

Sales

Administrative support

Job description

Cha & Associates American Family Insurance in Madison, WI is seeking an Office Representative who blends customer service with administrative support and sales. This role offers a hybrid work arrangement and opportunities to grow within the agency.

You don't need years of insurance experience; we’re looking for motivated, professional individuals who are eager to learn and develop. Training and advancement are available as you build relationships with clients and teams.