Description
As a Customer Loyalty Specialist in our American Family Insurance agency, you will play a vital role in delivering exceptional service to our clients.
You will support agency operations by assisting customers with policy inquiries, processing changes, and providing information about our products and services.
The ideal candidate is customer-focused, detail-oriented, and thrives in a fast-paced environment.
Key Responsibilities:
- Respond promptly and professionally to customer inquiries via phone, email, and in-person.
- Process policy changes, endorsements, and payments accurately.
- Assist with quoting, applications, and policy renewals.
- Educate clients on insurance products and available coverage options.
- Maintain accurate records and documentation in agency management systems (Salesforce, Guidewire).
- Support agency marketing and outreach initiatives as needed.
- Collaborate with team members to ensure a positive customer experience.
