Licensed Insurance Customer Experience Manager

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

Job Description

• Fallon Insurance Agency is looking for a Customer Experience Manager the heartbeat of our client relationships and the person who makes sure every family we protect feels taken care of long after the sale.
• This is a service and retention role with a sales component, built on a simple belief: take care of people, and everything else takes care of itself. You'll own the onboarding experience, keep our households complete and protected, handle every walk-in like a guest in your home, and help existing clients round out the coverage their families need.
• We supply the systems, the training, and the coaching. You bring the heart for service and the discipline to do it right every time.
• Here’s what you win here:
• A strong hourly base that reflects the experience this role requires
• Per-policy pay on every policy you write — for walk-ins and cross-sells, you earn just like a producer does
• A year-end profit-share you share in after one year with us
• A full benefits package that protects you and your family
• A real career path inside a growing agency that develops its people into leaders
• This is not a revolving-door job. We're building a team of professionals who take pride in protecting families and doing work that matters. If you're organized, warm, detail-obsessed, and you love helping people, you'll fit right in.
• The kind of person who thrives here is:
• Detail-oriented
• Warm and client-focused
• Organized and disciplined
• Positive
• Committed to Continuous Improvement

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

• Complete accurate, fully documented onboarding for every new household
• Handle all required AAA underwriting, signature, ACORD, mortgagee, and lienholder documentation
• Maintain complete, accurate records in AgencyZoom
• Handle all walk-in customers and write coverage for them 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, and remarket saves)
• Deliver an outstanding client experience on every interaction
• Maintain service, quality, and compliance standards

Requirements

• Active Property & Casualty license (or willingness to obtain; Life license a plus)
• 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