Insurance Agency Customer Service Representative

Clements Insurance Agency, Inc.; Town of Wausau (WI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Life Insurance

Mon-Fri Schedule

Retirement Plan

Family Owned Agency

Hands on Training

Career Growth Opportunities

Summer Hours

Job summary

Clements Insurance Agency, located in Rib Mountain, Wisconsin, seeks an Insurance Agency Customer Service Representative. You will be the first point of contact, delivering top-tier service and supporting client satisfaction in a friendly, community-focused environment.

The role emphasizes administrative proficiency, effective communication, and a commitment to professional development within a stable local agency.

Qualifications

• Minimum 2 years in an administrative role
• Preferred experience in the insurance industry
• Proficient with computer systems and platforms used in insurance
• Strong verbal and written communication abilities
• Keen attention to detail and accuracy in documentation
• Ability to manage multiple tasks in a fast-paced environment

Responsibilities

• Provide exceptional client service by addressing inquiries and troubleshooting issues
• Assist clients with policy modifications, renewals, and cancellations
• Maintain accurate records of customer interactions and transactions
• Collaborate with internal teams to resolve complex client issues
• Educate policyholders on coverages and updates to support informed decisions
• Develop and maintain positive, long-lasting client relationships

Skills

Administrative experience

Customer service

Communication skills

Problem solving

Organizational skills

Interpersonal skills

Education

High school diploma or equivalent

College degree (plus)

Job description

Job Description

• Candidate must have previous administrative experience to be considered.
• Candidate will be required to obtain Property and Casualty license within 6 months of employment to be considered for the role.

Join the Clements Insurance Agency team, located in the desirable Rib Mountain, Wisconsin, as an Insurance Agency Customer Service Representative. We pride ourselves on providing top-tier service to our clients and are known for our positive and inviting atmosphere. As a key player on our team, you will be the first point of contact for our valued clients, ensuring they receive the assistance and support they deserve. Your role will be pivotal in maintaining the agency's reputation for excellent customer service and client satisfaction. By joining our team, you'll have the opportunity to grow within a stable and community-focused company that values its employees and their professional development.

Benefits

• Paid Time Off (PTO)
• Life Insurance
• Mon-Fri Schedule
• Retirement Plan
• Family Owned Agency
• Hands on Training
• Career Growth Opportunities
• Summer Hours

Responsibilities

Client Assistance: Provide exceptional service by addressing customer inquiries, troubleshooting issues, and offering solutions in a timely and efficient manner.

Policy Management: Assist clients with policy modifications, renewals, and cancellations as necessary to meet their insurance needs.

Documentation: Accurately maintain records of customer interactions, transactions, and notes to ensure a streamlined workflow.

Problem Resolution: Collaborate with internal teams to resolve complex client issues, ensuring client satisfaction is maintained.

Information Dissemination: Educate policyholders on their coverages, policy changes, and updates to cultivate informed decision-making.

Customer Relationship Building: Develop and maintain positive, long-lasting relationships with clients to reinforce agency loyalty.

Requirements

Experience: A minimum of 2 years in an administrative role

Preferred Candidate would have experience within the insurance industry

Technical Skills: Proficient computer skills and comfortable learning a variety of tech platforms and systems specific to the insurance industry.

Education: High school diploma or equivalent required; college degree a plus.

Communication Skills: Excellent verbal and written communication abilities to effectively handle customer inquiries.

Problem-Solving: Strong analytical skills with the ability to address and resolve client issues efficiently.

Organizational Skills: Ability to manage multiple tasks, prioritize effectively, and work in a fast-paced environment.

Interpersonal Skills: Friendly, positive demeanor with a customer-first attitude.

Attention to Detail: Keen attention to detail and accuracy in handling insurance documentation and transactions.