Customer Service Rep

Stokes & Associates, Inc.

Customer Service Rep

Madison, WI
Full Time
Paid
  • Responsibilities

    Benefits:

    Simple IRA Matching

    Bonus based on performance

    Paid time off

    Training & development

    Fitting into our culture is crucial to successful employment at our agency. We are a small team, treat each other like family, and support each other daily. Towards the bottom you can see our Mission Statement, Vision, Culture, and Core Values.

    Job Summary The Customer Service Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

    Responsibilities

    Provides personalized, professional customer service experiences by building trust and developing strong customer relationships

    Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures

    Drives customer satisfaction by following J.D. Power’s best practices: Personal Insurance Review, rate revision notification, and claims process

    Processes change to existing accounts and policies

    Serves as a liaison on behalf of the customer between the agency and various business partners

    Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.

    Schedules appointments with existing or prospective customers for agency employees

    Qualifications

    Demonstrated customer service experience

    Effective communication skills

    Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)

    Solid knowledge and understanding of basic mathematical skills·

    Mission Statement Ensure all American Family Insurance products that can protect and benefit our households are in place with the proper levels of coverage, endorsements, and options; to be available, present, and proactive when our customers need us; to be viewed as, not only experts in our offerings, but also as trusted advocates, and an asset to our community.

    Vision Be a top performing agency for American Family Insurance gaining recognition from all levels of management, known for setting the standard of consistently growing an agency, retaining clients, having an award-winning customer experience, and mentoring future agents.

    Culture Our office culture will be that of excellence, always keeping our customer experience and best interest as our primary concern. We will work as a team and support each other daily.

    Core Values

    Continuous Growth - improvement as an agency and as individuals

    Honor Our Commitments - Delivering our very best in all we do, holding ourselves accountable

    Commitment To Advising - customer advice/cross sell to protect their dreams

    Commitment To Care - "Get & Stay Stoked" kindness, integrity, fairness, responsibility...

    This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.