Benefits:

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Wellness resources

Job Summary The Insurance Office Coordinator 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

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

Active Property & Casualty insurance license required.

Life Insurance license required within 90 days of employment.

Demonstrated sales experience.

Effective communication skills

Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)

Bilingual Spanish preferred but not required.

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