Job Description
Job Description
Benefits :
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Benefits / Perks
Full-time, stable position with earning potentialPaid on the job training and ongoing professional developmentPaid time offSupportive and friendly work environmentOpportunity to grow within the insurance industryJob Summary
The Chad Swanson Agency is looking for an experienced and reliable Licensed Customer Service Representative to join our growing team. The ideal candidate would be self-motivated and organized with a positive attitude in helping customers find the right insurance solutions.
Responsibilities
Build and maintain strong relationships with new and existing customersProcesses insurance applications, policy changes, and service requests in a timely mannerWarmly greet and assist customers in the officeManage a large volume of inbound and outbound phone calls and emailsCollect payments, answer billing questions, and issue receiptsResponsible for balancing and maintaining a cash drawerEducate clients on insurance products, coverage options, and available servicesFollow up on leads, referrals, and inquiries to drive salesDocument all customer interactions and transactions appropriately in the Relate systemSchedule appointments for Personal Insurance ReviewsMaintain a clean and organized work areaEnsure compliance with company policies, industry regulations, and privacy standardsQualifications
Licensed in Property & Casualty Insurance in the State of WisconsinA Background Check is requiredCustomer Service with Sales Experience (insurance experience preferred but not required)Proficiency in Microsoft Office and ability to learn insurance systemsAbility to learn and explain insurance products effectivelyStrong communication and relationship-building skillsSelf-motivated with a goal-oriented mindsetA team player with a positive and professional attitudeIf youre a motivated professional who enjoys working with people and serving the community, wed love to hear from you!
Join the Chad Swanson Agency and build a rewarding career in the insurance industry!