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Licensed Insurance Customer Experience Manager (Hourly Base + Per-Policy Pay + Profit Share)

Fallon Insurance Agency
Oshkosh, WI Full Time
POSTED ON 7/10/2026
AVAILABLE BEFORE 8/8/2026
  • Fallon Insurance Agency is looking for a Customer Experience Manager the heartbeat of our client relationships and the person who makes sure every family we protect feels taken care of long after the sale.
  • This is a service and retention role with a sales component, built on a simple belief: take care of people, and everything else takes care of itself. You'll own the onboarding experience, keep our households complete and protected, handle every walk-in like a guest in your home, and help existing clients round out the coverage their families need.
  • We supply the systems, the training, and the coaching. You bring the heart for service and the discipline to do it right every time.
  • Here's what you win here:
  • A strong hourly base that reflects the experience this role requires
  • Per-policy pay on every policy you write for walk-ins and cross-sells, you earn just like a producer does
  • A year-end profit-share you share in after one year with us
  • A full benefits package that protects you and your family
  • A real career path inside a growing agency that develops its people into leaders
  • This is not a revolving-door job. We're building a team of professionals who take pride in protecting families and doing work that matters. If you're organized, warm, detail-obsessed, and you love helping people, you'll fit right in.
  • The kind of person who thrives here is:
  • Detail-oriented
  • Warm and client-focused
  • Organized and disciplined
  • Positive
  • Committed to Continuous Improvement
  • Apply today and let's take care of people the right way, together.

Benefits

Hourly Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities


Responsibilities
  • Complete accurate, fully documented onboarding for every new household
  • Handle all required AAA underwriting, signature, ACORD, mortgagee, and lienholder documentation
  • Maintain complete, accurate records in AgencyZoom
  • Handle all walk-in customers and write coverage for them where appropriate
  • Cross-sell existing clients on missing lines of coverage within the agency
  • Drive Google reviews and gather referrals
  • Lead household-save and retention efforts (cancellation, rewrite, reinstatement, and remarket saves)
  • Deliver an outstanding client experience on every interaction
  • Maintain service, quality, and compliance standards

Requirements
  • Active Property & Casualty license (or willingness to obtain; Life license a plus)
  • Customer service or insurance service experience preferred
  • Exceptional attention to detail and documentation discipline
  • Strong communication and relationship skills
  • Organized, dependable, and process-driven
  • Professional attitude and a genuine heart for helping people

Salary : $25 - $30

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