Customer Service & Sales Representative

American Family Insurance - Burgess & Associates, LLC

Customer Service & Sales Representative

Columbus, NE
Full Time
Paid
  • Responsibilities

    Benefits:

    Matching SIMPLE IRA

    Bonus based on performance

    Competitive salary

    Flexible schedule

    Opportunity for advancement

    Paid time off

    Parental leave

    Benefits:

    Competitive hourly pay

    Commissions and Bonuses

    Retirement IRA matching

    No nights or weekends

    Flexible schedule

    Opportunity for advancement

    Paid time off

    Parental leave

    Training & development

    Job Summary Are you passionate about making a positive difference in customer's lives? Do you find it rewarding to help customers? Do you have a talent for understanding a customer's unique needs and finding a solution? If so, apply today!

    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

    Participates in reviews of existing coverages and may advise customers regarding policy options

    Estimates and quotes policy premiums complying with underwriting guidelines

    Identifies cross-selling opportunities during customer interactions and takes appropriate action

    Contacts appropriate business partners for guidance when needed

    Qualifications

    Bilingual – English & Spanish

    High school diploma or equivalent

    Valid driver's license

    Ability to work independently to plan, set priorities and organize work

    Effective communication skills

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

    Solid knowledge and understanding of basic mathematical skills

    Preferred Knowledge/Skills/Education/Designations

    Property and Casualty insurance licensing is preferred before hiring and is required before beginning employment.

    Active involvement in local community

    Demonstrated effective prospecting and sales experience

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