What are the responsibilities and job description for the Customer Loyalty Specialist position at American Family Insurance-Steve Weidenbach Agency?
Our Team
At the Steve Weidenbach Agency, everything we do - from the way we build relationships with clients to how we support and cheer each other on - comes back to a common goal: we work as a team at being the best at our jobs.
Hopefully, you noticed that our Core Values are listed before the job requirements. We take them seriously. (Yes, fun included!)
Our Core Values are the glue for our team; aligning enables us to operate at an elite level. We're proud to say that we are consistently among the top 1% of agencies across the company, and we strive to be better each day.
Job Overview
We're looking for a positive, motivated candidate to join our Service Team as a full-time, in office Customer Loyalty Specialist.
This 40 hour a week, in office role will allow someone who is best at providing high levels of service, solving problems, and working as a part of a championship team.
No prior experience in insurance is needed as long as you are a thirsty learner, humble, and excited to grow more relationships and be a part of a championship team.
This is an opportunity to build a career, grow your impact, and win as a team. If this sounds like a good fit, we can’t wait to meet you!
Duties
The primary objective of the Customer Loyalty Specialist is to maintain our current customers. This will include setting up reviews, servicing accounts, and continue to add lines to current customers.
Service Existing Customers
- Insurance is built on maintaining our customer base and we have a lot of already existing deep customer relationships.
- The number one place we can obtain new business is from current customers.
- This role will facilitate reviews, changes, and updates to maintain the highest level of customer satisfaction.
Auto Claims, Commercial, and Life Specialization
- This role will be the primary contact for all open auto claims. The candidate must be able to show empathy, problem-solve, and communicate proactively and directly with both insureds, adjusters, and vendors.
- Will be the primary contact for commercial service & support of the commercial team
- This role will regularly interact with the American Family Life Insurance Company about pending policies & policy service. Will also be primary point of contact for pending life inside of the agency.
Help Customers Feel Heard in a Tumultuous Market
- Execute proactive rate change process with all customers to educate them on healthy expectations about what is happening in the insurance market.
- Work to solve problems on the first phone call to build loyalty to the agency.
- Work as a team to assure extreme accountability for all problems to be solved in a timely manner.
Requirements
Skills
- Maintain a positive, upbeat attitude
- Follow-up consistently and promptly Clear, direct communication
- Prioritize and remain adaptable
- Work efficiently
- Ability to transition between tasks quickly and work efficiently
Traits
- Coachable
- Accountable
- High Motor
- Fast Learner
- Self-Directed
- Natural Relationship-Builder
Education
- High school diploma
- Associate or bachelor’s degree preferred, but not required
Licensing
- Property and casualty insurance licenses within 30 days of hiring offer
- Life license within 90 days from original hire date
- Must be licensed before official start
Compensation
- A successful candidate will earn between $46K to $50K with base, commission, and bonus year 1.
- Base Salary is $36,000-$40,000.
Benefits
- Employer Paid Health Insurance, Dental, Vision, Life Insurance Paid Time Off (PTO)
- Paid Volunteer Time Off (VTO)
Schedule
- 8 AM to 5 PM
- 2 to 4 Trade Shows Out of Town Per Year
- 2 to 4 Weekend Days Per Year
Job Type: Full-time
Pay: $46,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- On-the-job training
- Paid time off
- Vision insurance
Shift:
- Day shift
Ability to Commute:
- Ellensburg, WA 98926 (Required)
Ability to Relocate:
- Ellensburg, WA 98926: Relocate before starting work (Preferred)
Work Location: In person
Salary : $36,000 - $40,000