Benefits :
- Business related stipend
- Health / Dental / Vision Options
- Commission
- Agency Bonus Opportunities
- Simple IRA plus matching
- Office Bonus Structure
- Competitive salary
- Free food & snacks
- Opportunity for advancement
- Paid time off
CUSTOMER SUCCESS SPECIALIST
ALLISON HANIG-LANDRUS AGENCY INC – AMERICAN FAMILY INSURANCE
The Customer Success Specialist is an employee of the Agency Owner and not an employee of American Family Insurance.
Summary
The Customer Success Specialist ensures a high-level customer experience for potential and existing customers by relationship building, solving problems, identifying cross sell opportunities, and enhancing agency follow up processes.
Customer Service
Provides personalized customer service by building trust and strong relationships.Timely responses to inquiries about coverages, billing, claims, or products.Enhances customer satisfaction by following best practices like offering insurance reviews and following up on claim processes.Processes accurate and thorough changes to accounts and policies.Acts as a liaison between the customer, agency, and appropriate American Family partners.Provides customer-focused resolution to issues.Promotes satisfied customers to share positive online reviews and ask for customer referrals.Agency Operations
Efficiently maintains office processes with consistent follow up on customer interactions.Schedules appointments with existing or prospective customers for agencyExecutes essential daily administrative functions to support the agency.Ensures strict compliance with office procedures and standards.Coordinates set up and execution of agency events.Monitors cash handling and banking activitiesMaintains social media platforms for the agency.Insurance Sales
Participates in reviewing coverages for existing customers and advising on coverage option.Estimates and quotes policy premiums complying with underwriting guidelines.Identifies cross-selling opportunities during customer interactions and takes appropriate action.Education / Licenses / Designations
Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. The following lines of authority are required for this position : Property; Casualty; and Life; (Health is optional)—Minnesota and Wisconsin required.Maintain active licenses in applicable states through continuing education (CEs)Valid driver’s license required.Role Requirements
Ability to work independently to plan, set priorities and organize work.Active involvement in the local community.Customer service experience.Effective oral and written communication skillsStrong analytical and problem-solving skillsHighly organized and detail-orientatedExperienced with PC software applications.Experience using digital devices.Experience with social media platforms.Solid knowledge and understanding of basic mathematical skills.Preferred Qualifications
Experience in the insurance industry.Bachelor’s degree in business, sales, marketing, finance, or related field.Working Conditions
General office setting (hybrid work environment optional)Traditional office schedule but non-typical schedules (evenings or weekends) may be necessary on occasion for customer and events.Note : The information contained in this role profile is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all accountabilities, activities, skills and knowledge needed to perform in this role. Please note that functions and work schedules are reviewed periodically and are subject to change based upon business need.
This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.
Salary : $20 - $24
