Customer Service Rep

Company:  Stokes & Associates, Inc.
Location: Madison
Closing Date: 07/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Benefits:

Simple IRA Matching

Bonus based on performance

Paid time off

Training & development

Fitting into our culture is crucial to successful employment at our agency. We are a small team, treat each other like family, and support each other daily.

Mission Statement Ensure all American Family Insurance products that can protect and benefit our households are in place with the proper levels of coverage, endorsements, and options; to be available, present, and proactive when our customers need us; to be viewed as, not only experts in our offerings, but also as trusted advocates, and an asset to our community.

Vision Be a top performing agency for American Family Insurance gaining recognition from all levels of management, known for setting the standard of consistently growing an agency, retaining clients, having an award-winning customer experience, and mentoring future agents.

Culture Our office culture will be that of excellence, always keeping our customer experience and best interest as our primary concern. We will work as a team and support each other daily.

Core Values

Continuous Growth - improvement as an agency and as individuals

Honor Our Commitments - Delivering our very best in all we do, holding ourselves accountable

Commitment To Advising - customer advice/cross sell to protect their dreams

Commitment To Care - "Get & Stay Stoked" kindness, integrity, fairness, responsibility...

Benefits/Perks

Competitive hourly pay rate plus commission and/or bonuses

Paid training

Paid Time Off

Simple IRA Match

Job Summary The Customer Service Representative 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 J.D. Power’s 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)

Solid knowledge and understanding of basic mathematical skills·

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

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