Benefits:

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Paid time off

Training & development

Objective

The Customer Service and Marketing Specialist is responsible for assisting the agency owner with the development and implementation of targeted marketing and lead generation programs to identify new prospects, cross-sell opportunities, and grow the agency’s brand in the community. They provide excellent customer experience for potential and existing customers

Marketing

Organizes and manages the process for identifying market opportunities

Develops, communicates and implements marketing strategies

Aligns with current brand marketing strategies to ensure continual development of lead generation

Manages agency social media content development, interactions, and as applicable, advertising

Provides personalized, professional customer service experiences by building trust and developing strong customer relationships and reviewing accounts for additional coverage and enhancements

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

Drives customer satisfaction by following 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

Schedules appointments with existing or prospective customers for agency employees

Community Development

Develop a network of community contacts

Researches opportunities and manages agency-sponsored special events

Promotes insurance-related topics and products in the community

Coordinates outreach and engagement efforts

Education/Licenses/Designations

Must be willing to get a WI Insurance license

Role Requirements

Solid knowledge and understanding of marketing concepts, strategies, practices, and tools

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

Active involvement in the local community

Excellent oral and written communication skills

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

Experience using a wide range of digital devices

Experience with social media platforms

Preferred Knowledge/Skills/Education/Designations

Demonstrated knowledge of insurance concepts and principles

Demonstrated effective multi-line insurance marketing and sales experience

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