Insurance Wholesale Support & Quoting Specialist

American Family Insurance; Madison (WI); Hybrid; USD 34,000 - 44,000; Full time

Benefits offered by this job

401(k) contribution

Pension plan

Paid holidays

Job summary

American Family Insurance in Madison, WI seeks an experienced service professional to be the first point of contact for calls, emails, and chats. You will resolve service issues, process policy information, and prepare coverage and premium financing quotes.

The role requires solid insurance knowledge, excellent communication, and proficiency with MS Office. Travel is up to 5% and benefits include comprehensive medical, retirement plans, and paid time off.

Qualifications

• Experience in customer service for insurance is preferred.
• Solid knowledge of insurance policies, terms, and procedures.
• Proficient with MS Office and Excel.

Responsibilities

• Serve as first point of contact for quoting and binding support.
• Assist agents with carrier information and procedures.
• Prepare and release coverage and premium financing quotes.
• Process policy information including issuance of certificates.
• Escalate complex issues to subject matter expert.
• Support process improvements and team projects as needed.

Skills

Customer service

Insurance knowledge

Communication skills

Policy processing knowledge

Tools

MS Office

Excel

Job description

American Family Insurance in Madison, WI seeks an experienced service professional to be the first point of contact for calls, emails, and chats. You will resolve service issues, process policy information, and prepare coverage and premium financing quotes.

The role requires solid insurance knowledge, excellent communication, and proficiency with MS Office. Travel is up to 5% and benefits include comprehensive medical, retirement plans, and paid time off.