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Customer Sales and Service Representative

Amy Newland Agency LLC
Colorado, CO Full Time
POSTED ON 2/25/2025 CLOSED ON 3/24/2025

What are the responsibilities and job description for the Customer Sales and Service Representative position at Amy Newland Agency LLC?

The Amy Newland Agency of American Family Insurance is looking for a positive, motivated individual to join our team as a full time Customer Sales and Service Representative in Colorado Springs, CO.
 
As a Customer Sales and Service Rep you will be a part of our Sales and Service Team. Having coworkers to support and cheer you on can make all the difference, and that is our vibe here at the agency. 
 
A CSSR is someone who works directly with our clients and builds relationships. With a focus on the customer service side of the insurance sales cycle, you will manage and nurture customer relationships, and lead all client communications. Responsibilities include responding to customer inquiries, explaining coverage and premiums, informing clients on any policy or billing changes, and facilitating the claims process between clients and the adjuster. Account managers work closely with the rest of the team to enable ongoing and future sales or renewals. 
 
Required Skills
·         Consistently maintain a positive, upbeat attitude
·         Outstanding at follow up
·         Excellent communication skills: Phone, Written, Interpersonal
·         Ability to prioritize
·         Ability to transition between tasks quickly and work efficiently
 
Required Traits
·         Coachable 
·         Accountable
·         High Motor
·         Ability to produce a high volume of quality work
·         Transition quickly between tasks
·         Fast learner
 
Required Education & Experience
·         High School Diploma 
·         A successful candidate must obtain property & casualty insurance licenses within agreed time of hiring offer (30 Days) & life license (90 days from original hire date)
·         A candidate does not officially start until they are licensed.
 
Primary Job Functions & Activities:
·         Service Related: 
o    Rate Changes
o    Claims issues
o    Assist with incoming phone calls
o    Help with billing issues and policy transactions
o    Conduct Personal Insurance Reviews
o    Other items to deliver outstanding customer experience  
·         Sales Related: The Primary role of the CSSR is to maintain our current customers. Here are a few of those activities:
o    Cross-sell while assisting current customers:
§  Life insurance
o    Work with customers to use technology and tools that benefit them
o    Follow up with customers after sales to complete the sales process
o    Maintain product knowledge for all lines of business and products written
o    Create brokerage quotes & applications, especially those with Foremost, Vacant Express, and American Modern
                                                                                                                       
 
Compensation & Benefits: 
·         Base salary is $40,000 bonus
·         Dental, Vision, Life Insurance
·         Paid Time Off (PTO)
·         401K match
 
Schedule:
·         Monday through Friday: 8:30 AM to 5:00 PM
                                            
About the Amy Newland Agency of American Family Insurance:
Amy Newland and her team are passionate about people and protecting their dreams. Specializing in auto, home, life, commercial, and farm insurance, the Amy Newland Agency has been recognized among American Family Agencies for excellence in customer service and sales. The agency is looking to expand its outstanding team with the addition of a Customer Sales and Service Rep.
 
How to Apply:
If you would like to apply, please e-mail a resume to anewland@amfam.com           
 
 

Salary : $40,000

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