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AmericanFamilyInsuranceKyleMelli

Customer Service Rep

Posted Updated
Discussion



Agency Office
Operations




  • Administer office practices and
    procedures

  • Schedule client appointments for
    agent and sales producers as requested

  • Maintain information in the
    agency's customer database for future follow up

  • Manage agency correspondence as
    required

  • Continue to maintain and develop
    knowledge of American Family products and services and support efforts to
    increase agent business



Customer Relations




  • Discuss insurance product
    offerings with current and potential customers

  • Maintain high customer service
    standards to attract and retain customers

  • Advise customer of claims and
    billing policies and procedures as needed

  • Respond to inquiries, issues and
    complaints



Sales &
Marketing




  • Coordinate agency prospecting
    through direct mail, company prospecting program and Personal Insurance
    Reviews

  • Understand products, procedures
    and best practices for promoting policy growth and retention

  • Attend marketing networking
    events with agent for community brand awareness

Qualified candidates
will possess:



  • Outstanding customer
    service and people skills

  • Licenses in property, casualty,
    health and life (or these
    must be obtained in order to continue employment with the agency)

  • Organization,
    prioritization, and multi-tasking skills

  • Demonstrated oral and
    written communication skills

  • PC skills; experience
    with Windows-based computer applications a plus

  • Ability/desire to work
    in small business environment

  • Ability to learn
    American Family products, services, and computer systems

  • Minimum of a High School
    diploma or equivalent

  • Prior insurance
    experience is not required


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