What are the responsibilities and job description for the Insurance Client Success Representative – (Personal & Commercial Lines) position at Extra Mile Insurance?
Role Description
This is a full-time, on-site role located in Menomonee Falls, WI, for an Insurance Client Success Representative specializing in Personal & Commercial Lines. The representative will focus on delivering exceptional customer service, addressing client inquiries, and ensuring client satisfaction. Day-to-day tasks involve providing insurance solutions, supporting customers in policy selection, handling renewals, cross-selling services, and offering tailored advice to meet the needs of both personal and commercial clients. The role also entails maintaining accurate records, assisting with claims processing, and participating in client training and education initiatives.
Qualifications
One year of customer service experience. Insurance industry or sales experience preferred.
Previous sales experience preferred (insurance sales a plus, but not required)
Property and Casualty insurance license preferred; or willingness to obtain if not currently licensed
Self-motivated with a positive, team-oriented mindset
Excellent interpersonal skills with the ability to build rapport and trust
Strong verbal and written communication skills