Sales Representative

American Family in Rhinelander, WI

  • Industry: Sales - Sales - Insurance
  • Type: Full Time
  • $53,995.00 - 133,670.00
position filled
Location: WI Rhinelander

What we do at American Family Insurance makes a difference in people's lives. And the way we're doing it is changing the way people think about insurance. Help us make a difference, and find a rewarding career along the way. Consider becoming an agency owner or a member of an agency team.


Job ID:
R15304 Sales Representative (Open)

Job Summary:
This position is responsible for supporting placement of insurance products with brokerage and alliance partners. Processes sales and service transactions, handles emails and phone correspondence, performs administrative tasks related to policy placement, and follows up on issues and questions as directed by B&A staff.

Job Description:

Primary Accountabilities
Sales Support (40%)

  • Supports and works closely with B&A staff to ensure business is processed appropriately and efficiently, including managing incoming workflow and sales leads, quoting, binding, setting up new business and performing follow-up sales calls with agents.
  • Resolves basic questions and issues related to applications or policies issued by our vendors. Collaborates cross divisionally with operations, underwriting, vendor team/management and agents.
  • Maintains basic knowledge of vendor websites, forms, and territories to effectively and efficiently assist B&A staff with the placement of new business and retention of current business.
  • Maintains a level of quality in work in order to reach a high level of efficiency.
  • Initiates and maintains positive relationships with the field to promote B&A sales.

Customer Service (40%)

  • Answers a variety of questions via email and/or phone received from agents and vendors.
  • Educates agencies on B&A processes and expectations so they can effectively do business with B&A.
  • Applies acquired technical knowledge to make appropriate decisions to resolve customer, vendor, or field issues.
  • Manages and processes account-related requests following prescribed procedures (i.e. certificates, binders, changes, etc.)
  • Maintains positive relationships with B&A companies to maintain American Family`s high customer service standards.

Project, Reporting and Teamwork (20%)

  • Compiles regular metrics and reports for use by staff and leadership.
  • Assists with training and mentoring of new support staff.
  • Attends meetings as needed or requested by director, manager or consultants.
  • Assists division staff in the execution of project tasks and documentation.

#ZR

Education/Licenses/Designations

  • Must have applicable insurance licenses as required to do business with American Family in the applicable states that are supported or must obtain insurance licenses within 90 days of hire.
Travel Requirements
  • This position requires travel up to 5% of the time
Specialized Knowledge and Skills Requirements
  • Demonstrated experience providing customer-driven solutions, support or service
  • Basic knowledge and understanding of insurance products.
  • Demonstrated experience in a customer service environment.
  • Demonstrated experience with PC software applications (Microsoft Office Suites, Internet Explorer).

Additional Job Information:

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Associated topics: aflac, casualty, insured, insurer, insurance, insurance agent, insurance field, insurance sales agent, life, life insurance

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