Associate Wholesale Customer and Operations Representative

Entry-level role that serves as the first point of contact (calls, emails, chats) and resolution for service issues, requests, policies, procedures, and billing/account information. Communicates directly with agents/agent staff to help with carrier information and procedures. Escalates more complex issues to appropriate subject matter area expert.

Position Compensation Range:

$25.00 - $31.88

Pay Rate Type:

Hourly

Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.

Primary Accountabilities

• Serves as first point of contact (calls, emails, chats) and resolution for service issues, requests, policies, procedures, and billing/account information.

• Continuous learning about insurance brokerage terminology, concepts, processes and procedures.

• Assists agents and staff with carrier information and general processes and procedures.

• Processes policy information including issuance of policies and certificates. Ensures accuracy and completeness according to carrier specifications.

• Orders inspections as requested.

• Escalates more complex issues to appropriate subject matter area expert.

• May be required to complete other assignments or participate in projects based upon skills, achievements, or experience.

Specialized Knowledge & Skills Requirements

• Demonstrated experience providing customer-driven solutions, support or service.

• Demonstrated experience and proficiency using PC software applications (e.g. Microsoft Office, Internet Explorer, Outlook, Excel, etc.)

• Basic knowledge and understanding of property and casualty customer service or policy processing processes, terms and procedures.

• Demonstrated experience using reference materials.

• Demonstrated written and verbal communication skills.

Travel Requirements

• Up to 5%.

Physical Requirements

• Work that primarily involves sitting/standing.

Working Conditions

• Not applicable.

Additional Information

• To ensure a strong start, all employees participate in our New Employee Orientation during their first week.  This experience is held in person at our Madison, WI Headquarters or one of our AmFam core locations to help you connect with our mission, meet key team members and build relationships that support your growth.  At times, sessions may be delivered virtually based on scheduling and availability.
• Offer to selected candidate will be made contingent on the results of applicable background checks
• Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions
• Sponsorship will not be considered for this position unless specified in the posting

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email AskHR@AmFam.com to request a reasonable accommodation.

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