[Full-time] Account Manager at Insurance Agency Washington County

Location: Wisconsin


Seeking a client-focused part-time/full-time Customer Service / Agency Sales Assistant.

Your main mission will be to work the front lines of client service and leave a positive impression with current and prospective clients. You will assist with client questions, up-sell, cross-sell and provide excellent care to all of our customers.

What We Offer:

  • Hourly plus commission and bonuses
  • Part-time/full-time opportunity

Responsibilities include, but not limited to:

  • Communicate with customers and navigate their insurance information
  • Identify opportunities to up-sell or cross-sell based on customer needs
  • Provide expert professional support to our sales team
  • Schedule appointments/calls
  • Timely and accurately complete administrative tasks
  • Troubleshoot customer issues and resolve them quickly
  • Provide excellent customer service!


  • Ability to work in a fast-paced, customer focused office
  • Prior experience with phone-based or in-person customer service
  • Excellent written andverbal skills
  • Ability to actively listen
  • A courteousand professional demeanor
  • Expert attention to detail
  • Superior time management and organizational skills
  • Sense of Urgency


  • Property Casualty License (must be able to obtain)
  • Customer service experience preferred

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