Insurance Sales Coverage Representative

Kaffenberger Family Agency; Davison (MI); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Paid time off

Training & development

401(k)

Dental insurance

Health insurance

Vision insurance

Job summary

Kaffenberger Family Agency is seeking an Insurance Office Representative to assist clients with coverage questions and policy servicing, while identifying opportunities to add value through our products and services. This role blends customer service with sales in a fast-paced agency setting.

Ideal candidates will enjoy helping people, building relationships, and contributing to a positive team environment.

Qualifications

• Excellent communication and interpersonal skills.
• Customer-focused with a passion for helping others.
• Able to prioritize tasks in a busy office.
• Experience in customer service, sales, or admin is helpful.

Responsibilities

• Assist customers with policy questions, updates, and coverage reviews.
• Build relationships with new and existing customers through proactive communication.
• Identify opportunities to recommend products and services that meet customer needs.
• Support agency growth through referrals, cross-selling, and follow-up activities.
• Maintain accurate customer records and policy documentation.
• Collaborate with team members to deliver outstanding customer experiences.

Skills

Communication

Customer service

Organization

Sales aptitude

Teamwork

Job description

Benefits

• Competitive salary
• Flexible schedule
• Paid time off
• Training & development
• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Role Description

At Kaffenberger Family Agency, we are looking for a motivated Insurance Office Representative who enjoys helping customers, building relationships, and contributing to a positive team environment. In this role, you'll assist clients with their insurance needs, answer coverage questions, support policy servicing activities, and identify opportunities to provide additional value through our products and services.

This position combines customer service and sales in a fast-paced agency setting. You'll play an important role in creating exceptional customer experiences while helping the agency continue to grow. If you're someone who enjoys working with people, solving problems, and achieving goals, we'd love to hear from you.

Responsibilities

• Assist customers with policy questions, updates, and coverage reviews.
• Build relationships with new and existing customers through proactive communication.
• Identify opportunities to recommend products and services that meet customer needs.
• Support agency growth through referrals, cross-selling, and follow-up activities.
• Maintain accurate customer records and policy documentation.
• Collaborate with team members to deliver outstanding customer experiences.

Qualifications

• Strong communication and interpersonal skills.
• Customer-focused with a passion for helping others.
• Ability to prioritize tasks and stay organized in a busy office environment.
• Previous experience in customer service, sales, administrative support, or insurance is helpful.
• Self-motivated with a willingness to learn and grow professionally.