Licensed Insurance Specialist - Client Solutions (Hybrid)

Cha & Associates, Inc. - American Family Insurance; Madison (WI); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Work from Home Hybrid Opportunities

Health Insurance stipend

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Job summary

Cha & Associates, Inc. - American Family Insurance in Madison, WI is seeking a Licensed Customer Service Representative. You will balance customer service with consultative sales, serving existing clients and identifying cross-selling opportunities.

The role can be in-office or hybrid. Responsibilities include handling inquiries, policy changes, renewals, billing questions, and educating clients on coverage options, with a focus on delivering exceptional service and building lasting

Qualifications

• Active Property & Casualty Insurance License required.
• Previous insurance agency experience strongly preferred.
• Experience in customer service with an ability to identify sales opportunities.
• Excellent communication and active listening skills.
• Friendly, professional, and relationship-focused.
• Strong attention to detail and organizational skills.
• Comfortable discussing insurance solutions and making recommendations.
• Self-motivated with a positive, solution-oriented attitude.
• Able to manage multiple priorities in a busy agency environment.
• Comfortable using computers, agency management systems, and other technology.
• Team-oriented and committed to providing an excellent customer experience.

Responsibilities

• Provide exceptional service to clients by phone, email, and in person.
• Assist with policy changes, renewals, billing questions, claims support, and coverage updates.
• Conduct policy reviews to understand changing customer needs.
• Identify coverage gaps and recommend appropriate insurance solutions.
• Cross-sell additional products based on customer needs.
• Follow up with customers to ensure satisfaction and strengthen relationships.
• Educate clients about coverage options, discounts, and policy features.
• Process policy transactions accurately and maintain detailed customer records.
• Identify referrals and new business opportunities when appropriate.
• Collaborate with the team to achieve agency service and sales goals.

Skills

Active Property & Casualty License

Customer service

Sales opportunity identification

Communication skills

Job description

Cha & Associates, Inc. - American Family Insurance in Madison, WI is seeking a Licensed Customer Service Representative. You will balance customer service with consultative sales, serving existing clients and identifying cross-selling opportunities.

The role can be in-office or hybrid. Responsibilities include handling inquiries, policy changes, renewals, billing questions, and educating clients on coverage options, with a focus on delivering exceptional service and building lasting