Benefits:

• Simple Plan Match
• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development

Job description
Harmon Agency& Associates LLC of American Family Insurance is looking for a positive, motivated individual to join their championship team as a full time Loyalty Specialist.
Required Skills:

• Consistently maintain a positive, upbeat attitude
• Outstanding at follow up
• Excellent communication skills: Phone, Written, Interpersonal
• Ability to prioritize
• Ability to transition between tasks quickly and work efficiently

Required Traits:

• Friendly
• Relatable
• Coachable
• Accountable
• High Motor Skills
• Ability to produce a high volume of quality work
• Transition quickly between tasks
• Fast learner

Required Education & Experience

• High School Diploma
• Associate or Bachelor’s Degree preferred but not required
• A successful candidate must obtain property & casualty insurance licenses within agreed time of hiring offer (30 Days) & life license (90 days from original hire date)
• A candidate does not officially start until they are licensed.

Primary Job Functions & Activities:
The Primary role of the Loyalty Specialist is to maintain our current customers. Here are a few of those activities:

• Service Related:

o This role will be primarily accountable for customer retention including questions or
concerns about:

• Brokerage & Alliances Maintenance
• Flood Insurance Management
• Agency Reputation (Online Reviews & Surveys)
• Mail Management
• Life Annual Statements

o Assist with income phone calls
o Help with billing issues and policy transactions
o Conduct Personal Insurance Reviews
o Other items to deliver outstanding customer experience

• Sales Related:

o Cross-sell while assisting current customers:

• Life Insurance
• Umbrella Insurance

o Work with customers to use technology and tools that benefit them
o Follow up with customers after sales to complete the new business process
o Maintain product knowledge for all lines of business and products written
Compensation & Benefits:

• A successful candidate will make over $40,000 to $45,000 with base and bonus
• Base Salary is $34,000 to $38,000
• Paid Time Off (PTO)
• Paid Volunteer Time Off (VTO)
• Flexible
• Simple Plan with match

Schedule:

• Monday through Friday: 8:00 AM to 4:30 PM or 5:00 PM depending on lunch breaks
• Weekend events 1 to 2 times per year

The Harmon Agency is passionate about people and protecting their dreams. Specializing in auto, home, life, commercial, and farm insurance, the Harmon Agency has been recognized among American Family Agencies for excellence in customer service and sales. The agency is looking to expand its outstanding team with the addition of a Customer Loyalty Specialist.
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:

• Flexible schedule
• On-the-job training
• Paid time off
• Referral program

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Saint Peter, MN 56082: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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