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Insurance Customer Service Representative

Head Insurance Agency LLC
Appleton, WI Full Time
POSTED ON 3/5/2026
AVAILABLE BEFORE 5/4/2026
Head Insurance Agency is a local, family-oriented, 4th generation business in Sherwood, WI. We are professional, agile and our goal is to provide an inviting family atmosphere and make insurance easy for our clients.Our work environment includes:Modern office settingGrowth opportunitiesCasual work attireRelaxed atmosphereOn-the-job trainingJob Summary:We are seeking a highly motivated and customer-oriented individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing exceptional service to our customers, office organizational tasks, resolving inquiries, and ensuring customer satisfaction. Depending on skillset, there are many opportunities for inside sales.Responsibilities:- Answer incoming calls and respond to customer inquiries in a professional and timely manner- Provide accurate information about products, services, and company policies- Upsell products and services to maximize sales opportunities- Conduct outbound calls to follow up with customers or provide additional information- Communicate effectively with customers, demonstrating active listening skills and empathy- Maintain accurate records of customer interactions and transactions- Collaborate with team members to achieve individual and team goalsSkills:- Excellent verbal and written communication skills- Strong customer service orientation with the ability to handle challenging situations- Proficient in using computer systems and software applications- Ability to analyze customer needs and provide appropriate solutions- Sales experience or the ability to upsell products/services is desirable- Familiarity with phone etiquette and professional communication techniquesWe offer competitive pay, comprehensive training, and opportunities for career growth. If you are passionate about delivering exceptional customer service and have the required skills, we would love to hear from you.Education:High school or equivalent (Required) Experience:Customer service: 2 years (Preferred)License/Certification:Property & Casualty License (Preferred) Required to be obtained within 6 months of hire date. Ability to Commute:Sherwood, WI 54169 (Required)

Salary : $45,000 - $65,000

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