Wholesale Customer and Operations Representative - LIC

American Family Insurance; Wisconsin; On-site; USD 34,000 - 44,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Pension

Annual incentive

Paid holidays

Paid time off

Student loan repayment

Paid-family leave

Job summary

American Family Insurance in Madison, WI seeks an experienced service professional who serves as the first contact for quoting, policy processing, billing and account information. You will assist agents with carrier information and procedures and prepare coverage and premium-financing quotes.

This role requires solid insurance knowledge, strong PC skills, and excellent written and verbal communication. Travel up to 5% is required, with hourly pay of $25.00–$31.88.

Qualifications

• Experience delivering customer-driven solutions in insurance or brokerage services.
• Proficiency with PC software applications (Office suite, web tools).
• Understanding of policy processing terms and procedures.
• Strong written and verbal communication skills.

Responsibilities

• Serve as first point of contact for quoting, binding support, and policy issues.
• Assist agents with carrier information and general processes and procedures.
• Prepare coverage and premium financing quotes.
• Process policy information including issuance of certificates.
• Escalate complex issues to subject matter experts.

Skills

Customer service experience

MS Office

Insurance knowledge

Policy processing

Policy language understanding

Written and verbal communication

Education

Property and Casualty producer license

Tools

Microsoft Office

Job description

Experienced level role that serves as the first point of contact (calls, emails, chats) and resolution for service issues, requests, policies, procedures, and billing/account information. Communicates directly with agents/agent staff to provide assistance with carrier information and procedures. Prepares coverage and premium financing quotes and processes policy information.

Position Compensation Range: $25.00 - $31.88 Pay Rate Type: Hourly Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.

Primary Accountabilities

Serves as first point of contact (calls, emails, chats) and resolution for quoting and online binding support, market inquiries, service issues, requests, policies, procedures, and billing/account information. Assists agents and staff with carrier information and general processes and procedures. Prepares and releases coverage and premium financing quotes. Processes policy information including issuance of certificates. Ensures accuracy and completeness according to carrier specifications. Orders inspections as requested. Escalates more complex issues to appropriate subject matter area expert. May be asked to develop role specific standard work processes for team, mentor team members and provides project support. May be required to complete other assignments or participate in projects based upon skills, achievements, or experience.

Specialized Knowledge & Skills Requirements

Demonstrated experience providing customer-driven solutions, support or service. Demonstrated experience and proficiency using PC software applications (e.g. Microsoft Office, Internet Explorer, Outlook, Excel, etc.). Solid knowledge and understanding of insurance or brokerage customer service or policy processing processes, terms and procedures. Demonstrated experience in customer service for insurance or brokerage products. Solid knowledge of state-specific regulations and system/procedural support for insurance or brokerage products. Solid knowledge and application of underwriting processing, servicing or billing guidelines. Demonstrated experience using reference materials, reading policy language, and processing rules and procedures. Demonstrated written and verbal communication skills.

Licenses

Property and Casualty producer license for resident state required.

Travel Requirements

Up to 5%.

Physical Requirements

Work that primarily involves sitting/standing.

Additional Information

To ensure a strong start, all employees participate in our New Employee Orientation during their first week. This experience is held in person at our Madison, WI Headquarters or one of our AmFam core locations to help you connect with our mission, meet key team members and build relationships that support your growth. At times, sessions may be delivered virtually based on scheduling and availability.

Offer to selected candidate will be made contingent on the results of applicable background checks. Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions. Sponsorship will not be considered for this position unless specified in the posting.

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer.

It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity.

We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

American Family Insurance is committed to the full inclusion of all qualified individuals.

If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email [e-mail] to request a reasonable accommodation.

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American Family Insurance, based in Madison, Wis., has been serving customers since 1927. We inspire, protect and restore dreams through our insurance products, exceptional service from our agency owners and employees, community investments and creative partnerships. American Family Insurance is the nation’s 12th-largest property/casualty insurance company, ranking No. 202 on the Fortune 500 list. American Family has a current ‘a+’ credit rating through AM Best, and has distinction as a \"Standing the Test of Time\" company, which is represented by having an AM Best financial strength rating of ‘A’ or better for at least 75 years. The company offers American Family-brand products through a network of exclusive agency owners as well as nationwide through key strategic partnerships. American Family Insurance also includes Homesite and Main Street America Insurance. The company has approximately 10,500 employees nationwide. Join our Talent Community