Insurance Customer Experience & Retention Leader

The Juris Agency; Oshkosh (WI); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

PTO

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Fallon Insurance Agency is seeking a Customer Experience Manager to be the heartbeat of client relationships, owning onboarding and ongoing coverage to ensure families feel cared for long after the sale.

You'll handle walk-ins with warm hospitality, drive reviews and referrals, and collaborate with teams to maintain high service and compliance standards. This role offers a strong hourly base and path for growth in a growing agency.

Qualifications

• Active Property & Casualty license (or willingness to obtain).
• Customer service or insurance service experience preferred.
• Exceptional attention to detail and documentation discipline.
• Strong communication and relationship skills.
• Organized, dependable, and process-driven.
• Professional attitude and a genuine heart for helping people.

Responsibilities

• Complete accurate onboarding for every new household.
• Handle underwriting, signature, ACORD, mortgagee, and lienholder documentation.
• Maintain complete, accurate records in AgencyZoom.
• Handle walk-in customers and write coverage where appropriate.
• Cross-sell existing clients on missing lines of coverage within the agency.
• Drive Google reviews and gather referrals.
• Lead household-save and retention efforts (cancellation, rewrite, reinstatement, remarket saves).
• Deliver an outstanding client experience on every interaction.
• Maintain service, quality, and compliance standards.

Skills

P&C license

Customer service

Attention to detail

Communication

Organized/process-driven

Professional attitude

Job description

Fallon Insurance Agency is seeking a Customer Experience Manager to be the heartbeat of client relationships, owning onboarding and ongoing coverage to ensure families feel cared for long after the sale.

You'll handle walk-ins with warm hospitality, drive reviews and referrals, and collaborate with teams to maintain high service and compliance standards. This role offers a strong hourly base and path for growth in a growing agency.