Office Representative

Cha & Associates, Inc. - American Family Insurance; Madison (WI); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Work from Home Hybrid Opportunities

Heath Insurance stipend

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Hybrid opportunity available to work 1

Job summary

Cha & Associates American Family Insurance in Madison, WI is seeking an Office Representative who blends customer service with administrative support and sales. This role offers a hybrid work arrangement and opportunities to grow within the agency.

You don't need years of insurance experience; we’re looking for motivated, professional individuals who are eager to learn and develop. Training and advancement are available as you build relationships with clients and teams.

Qualifications

• Friendly, professional, and comfortable working with people.
• Strong communication and listening skills.
• Organized and detail-oriented.

Responsibilities

• Welcome and assist customers by phone, email, and in person.
• Answer customer questions and provide friendly, professional service.
• Assist with policy changes, updates, renewals, and other service needs.
• Build relationships with customers and follow up when needed.
• Identify opportunities to recommend additional insurance products.
• Assist with quotes and present coverage options based on customer needs.
• Maintain accurate customer records and documentation.
• Support the agency with day-to-day office responsibilities.
• Work with the team to achieve customer service and sales goals.

Skills

Customer service

Sales

Administrative support

Job description

Benefits:

• Work from Home Hybrid Opportunities
• Heath Insurance stipend
• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Training & development

Build Your Career in Insurance

Are you friendly, dependable, and enjoy helping people? Are you looking for an opportunity where you can develop your customer service and sales skills while building a career in insurance?

Cha & Associates American Family Insurance is looking for an Office Representative to join our Madison, WI team. This role combines customer service, administrative support, and sales, making it a great opportunity for someone who enjoys variety and working with people.

You don't need years of insurance experience—we're looking for someone who is motivated, professional, and willing to learn.

What You'll Do

• Welcome and assist customers by phone, email, and in person.
• Answer customer questions and provide friendly, professional service.
• Assist with policy changes, updates, renewals, and other service needs.
• Build relationships with customers and follow up when needed.
• Identify opportunities to recommend additional insurance products.
• Assist with quotes and present coverage options based on customer needs.
• Maintain accurate customer records and documentation.
• Support the agency with day-to-day office responsibilities.
• Work with the team to achieve customer service and sales goals.

What We're Looking For

• Friendly, professional, and comfortable working with people.
• Strong communication and listening skills.
• Positive attitude and strong work ethic.
• Organized and detail-oriented.
• Comfortable learning computer systems and technology.
• Able to manage multiple priorities.
• Team-oriented and willing to help wherever needed.
• Previous customer service, sales, or office experience is a plus, but not required.
• Must be willing to obtain a Property & Casualty insurance license upon hire.

Why Join Cha & Associates?

• Competitive compensation with commission and bonus opportunities.
• Training and support to help you learn the insurance business.
• Supportive, team-oriented work environment.
• Opportunities for career growth and advancement.
• Established American Family Insurance agency with a strong customer base.
• Opportunity to develop valuable sales and insurance skills.
• Hybrid opportunity available to work from home 1-2 days a week.

If you're looking for a stable career with opportunities to learn, grow, and work directly with customers, we'd love to meet you.