Customer Service Representative

Benefits:

Health benefit options

Simple IRA

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

About our Agency: I have been an American Family agent for over 30 years, building a trusted, relationship-driven agency centered on taking care of both clients and team members. We take a family-oriented approach in everything we do, treating every interaction with kindness, support, and a commitment to doing the right thing.

Our core values guide how we operate every day: be kind, be honest, keep growing, speak up, and work together to win together.

For our team, we offer a Simple IRA, health benefit options, PTO, paid holidays, and a strong focus on work-life balance. We also provide a consistent schedule with no nights or weekends, plus early Fridays with the office closing at 1:00 PM.

Our office culture is supportive, collaborative, and values-driven. We’re looking for someone who is positive, team-oriented, and aligned with our values - someone who wants to grow while being part of a team that truly cares about each other and the people we serve.

Position Overview:

As an Insurance Customer Service Representative, you will be a key point of contact for our clients, providing timely and accurate information while ensuring a positive customer experience. This role involves addressing inquiries, resolving issues, and offering support on a variety of insurance-related matters.

Responsibilities:

Establish customer relationships and follow up with customers, as needed.

Responding promptly to customer inquiries via phone and email.

Providing information about insurance policies, coverage details, and claims processes.

Assisting clients with policy changes, updates, and renewals.

Investigating and resolving customer issues or concerns with empathy and professionalism.

Use a customer-focused, needs-based review process to educate customers about insurance options.

Requirements:

Interest in marketing products and services based on customer needs

Excellent communication skills - written, verbal, and listening

People-oriented

Detail oriented

Proactive in problem-solving

Able to learn computer functions

Ability to work in a team environment