Insurance Client Experience Specialist

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

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.