| Location | Oshkosh, WI, 54904-8376, US |
| Salary | $40,000–$45,000 Per Year |
Do you like helping people? Are you the person friends call when they need something figured out?
If so, keep reading.
My name is Leland Fallon. I own Fallon Insurance Agency, a AAA agency here in Oshkosh, and Im hiring a Client Service Agent to join our office.
When our clients call, they usually need something. Maybe they bought a new car, maybe they have a question about their bill, or maybe they just want to know theyre covered. This job is about taking care of those people and making sure they hang up feeling better than when they called.
A little background on us. Before opening with AAA, I built an insurance book of about $1.6 million in around 18 months. Our agency earned the Blue Vase award, made Toppers Club, and finished #1 in our district. Now we represent AAA, a name most families already know and trust.
Heres what we care about:
People. You dont need insurance experience. We care more about attitude than background. If youre coachable, dependable, and you like people, we can teach you the rest.
Systems. Every role here has a written playbook, so you wont be left guessing. Youll know what a good day looks like and how to get there. If you see a better way to do something, tell us. We change things when theres a better way.
Growth. Zig Ziglar said you can have everything in life you want if you will just help enough other people get what they want. We believe that, and we run the agency that way.
Pay. Base pay is $40,000 to $45,000 a year depending on experience, plus commission on every policy you sell and bind. After 90 days, the agency pays half of your employee-only premium for medical, dental, or vision. Youre eligible for our 401(k) after one year.
Questions you might have:
Do I need insurance experience?
No. Well train you.
Do I need a license?
Not to apply. Well pay for your licensing and help you prepare for the state exam. Most people finish in about 30 days, and youre paid the whole time.
What are the hours?
Monday through Friday, 8 a.m. to 5 p.m. Your weekends are yours.
Is this remote?
No. Youll work in our office on Witzel Avenue in Oshkosh.
Whats the team like?
We work hard and we cheer each other on. When someone has a big day, we celebrate it. When someone has a rough one, we help them through it.
Salary Range: $40000.00 - $45000.00 per year
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Retirement Plan
Career Growth Opportunities
Responsibilities
A typical day looks like this:
Start the morning with our team huddle.
Welcome new clients and walk them through their coverage.
Handle policy changes, take payments, and answer questions by phone and email.
Review clients policies and recommend AAA memberships and coverage that fit their needs.
Quote, sell, and bind policies when a client is ready.
Help our sales team so they can spend more time with new families.
Keep clear notes so anyone on the team can pick up where you left off.