Customer Relations Representative – 835268

Job #: 835268
Salary: $31-35K/year
Industry: Insurance
Location: Fitchburg, WI
Category: Administrative Positions
Insurance Positions

Description / Qualifications

This insurance agency client of ours located in Fitchburg is looking to add a Customer Relations Representative to their team!  The ideal candidate will have 1-3 years of experience working in an office setting with sales-setting goals in addition to an outgoing personality and a professional presence.  As a team member you will share in responsibilities of greeting customers, taking incoming calls and directing calls as needed in addition to the following responsibilities:


Job Duties:

  • Work with Agent and Sales team members to schedule appointments
  • Prepare documents and other sales related efforts to ensure policy requirements are fulfilled
  • Take payments, provide receipts, and explain payment methods to customers
  • Generate new leads and follow up with existing clients during insurance reviews
  • Develop sales funnels to achieve daily, monthly and weekly sales goals
  • Attend Agent team member training, sessions, and seminars for ongoing education and skills
  • Must become licensed in Property and Casualty insurance within the first 6 months (employer to assist)



  • Active listener with good attention to detail
  • Passionate about helping others
  • Motivated to meet and exceed goals
  • Cooperates and has a genuine concern for others
  • Collaborative and thrive in a team environment
  • Organizational and time management skills
  • Proficient in Microsoft Office products


For the exceptional candidate, there is an excellent opportunity for growth potential to become fully licensed in all areas of operations and advance within the agency.  If this sounds like the fit for you, apply today!