Customer Service Representative

Join our winning team! We are a growing family-owned independent insurance agency and have been serving central Wisconsin for over 40 years!

Overview:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be responsible for providing exceptional service to our customers and ensuring their needs are met. This is an exciting opportunity to work in a fast-paced environment and contribute to the success of our established independent insurance agency.

Essential Functions

Professional Customer Engagement: Interact professionally and positively with clients while acting as the first point of contact for incoming client calls/walk-ins/emails providing a welcoming and positive experience during conversations.Efficient Processing: Gather information from customers and enter data in quoting software and assist producers in preparing new applications. Process policy change requests, binders, certificates of insurance, new business, renewals, cancellations, and first report of claims as needed. Handle address and billing inquiries, process payments promptly and accurately, ensuring customer satisfaction. Electronically file, record and maintain organization of client documentation and communication records in the management system.Relationship Building: Cultivate and nurture strong, lasting relationships w/ clients, fostering trust, loyalty and client retention.Insurance Needs Assessment: Engage in client conversations to understand their unique insurance requirements and recommend suitable coverage options.Administrative Excellence: Maintain the daily functions of the management system, which includes managing downloads, reviewing renewals, and organizing follow-ups and reminders efficiently.Contribute to Marketing Efforts: Cross selling of new or additional services, products and coverage options.Perform other functions as directed by management.

Essential qualifications

WI Property & Casualty insurance license required. (Can be obtained post hire.)Relationship driven, effective communicator with outstanding customer service oriented skills. A professional demeanor must be maintained at all times. The ability to work well with many types of people, external and internal, with a friendly, outgoing and helpful personality.Superior ethical standardsThe ability and willingness to solve problems in a fast‐paced environment.Capacity and willingness to handle sensitive information.Self-directed, detail-oriented and adaptive with ability to efficiently produce quality work output.A strong work ethic and priority on honesty & integrity at all timesProficiency in keyboardingHigh school diploma or equivalent is required, higher education including but not limited to professional designations are encouraged. Knowledge of Microsoft Office is helpfulPreferred: Two years of customer service experience

Physical Setting:Office / Marshfield, WI

Schedule:Day ShiftMonday-Friday

Benefits:401 (k)401 (k) MatchHRALife InsurancePaid Time OffOn-the-job trainingCost of obtaining insurance license covered by the agencyPay commensurate with experienceIf you are a motivated individual with a passion for providing exceptional customer service, we would love to hear from you. Apply now to join our dynamic team as a Customer Service Representative!

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Experience level:2 years

Shift:Day shift

Weekly day range:Monday to Friday

Work setting:In-personOffice

Ability to Commute:Marshfield, WI 54449 (Required)

Work Location: In person