Customer Service Specialist

The Bellante Agency, Inc
  • Hales Corners, WI
  • Full-time
23 days ago

Job Description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Employee discounts
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance


Benefits/Perks
  • Competitive hourly pay rate plus commission and/or bonuses
  • Paid training
  • Paid Time Off
  • Group Health Insurance
  • Group Dental Insurance
  • Group Vision Insurance
  • 401k Matching
Job Summary
The Customer Service Specialist provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

Responsibilities 
  • Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
  • Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
  • Drives customer satisfaction by following best practices: Personal Insurance Review, rate revision notification, and claims process
  • Processes change to existing accounts and policies
  • Serves as a liaison on behalf of the customer between the agency and various business partners
  • Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
  • Schedules appointments with existing or prospective customers for agency employees
Qualifications
  • Demonstrated customer service experience
  • Effective communication skills
  • Experienced with PC software applications (Microsoft Office Suites, Internet Explorer) 
  • P and C Insurance License and/or Life insurance License 

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.

Numbers & Facts

LocationHales Corners, WI
Job TypeFull-time

Skills

  • Best Practicesunmatched
  • Billingunmatched
  • Calendar Managementunmatched
  • Claims Processingunmatched
  • Communication Skillsunmatched
  • Cross-Sellingunmatched
  • Customer Experienceunmatched
  • Customer Satisfactionunmatched
  • Customer Support/Serviceunmatched
  • Dental Insuranceunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Life Insuranceunmatched
  • Microsoft Internet Explorer Browserunmatched
  • Microsoft Officeunmatched
  • PC Softwareunmatched
  • Process Developmentunmatched
  • Resolve Customer Issuesunmatched
  • Salesunmatched
  • Sales Managementunmatched
  • Sales Prospectingunmatched
  • Training/Teachingunmatched
  • Vision Planunmatched

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