Hybrid Insurance Support & Sales Specialist

Cha & Associates, Inc. - American Family Insurance; Madison (WI); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Work from Home Hybrid Opportunities

Health Insurance stipend

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Job summary

Cha & Associates American Family Insurance in Madison, WI is seeking a Customer Service Representative to deliver outstanding service to existing clients while identifying cross-selling opportunities. The role blends customer care with consultative sales in a hybrid, work-from-home setup.

Responsibilities include handling policy changes, renewals, billing questions, claims support, and coverage updates, plus educating clients on options and discounts.

Qualifications

• Active listening and clear communication with clients.
• Ability to identify cross-selling opportunities while maintaining service quality.
• Knowledge of insurance products and customer service processes.

Responsibilities

• Deliver outstanding service to existing clients by phone, email, and in person.
• Assist customers with policy changes, renewals, billing questions, claims support, and coverage updates.
• Cross-sell additional insurance products based on customer needs.
• Follow up with customers to ensure satisfaction and build lasting relationships.
• Educate clients on policy options, discounts, and available coverage.

Skills

Active listening

Excellent communication

Sales support

Insurance knowledge

Job description

Cha & Associates American Family Insurance in Madison, WI is seeking a Customer Service Representative to deliver outstanding service to existing clients while identifying cross-selling opportunities. The role blends customer care with consultative sales in a hybrid, work-from-home setup.

Responsibilities include handling policy changes, renewals, billing questions, claims support, and coverage updates, plus educating clients on options and discounts.