• Farm/Agri-Business Customer Service Agent

  • Schwarz Insurance
    Job Description
    Farm/Agri-Business Customer Service Agent

    The Farm & Agri-Business Customer Service Agent is responsible for working directly with our Farm/Agri-Business customers to make modifications to accounts as needed and to provide risk analysis and recommendations as appropriate. This individual needs to have a valid Wisconsin Property & Casualty Insurance Agents license based on their interactions with customers. The ability to multi-task, interact professionally with customers via phone or email, and be well organized are key skills to be successful in this role.

    Duties & Responsibilities:
    • Work in our current agency management system (TAM) to manage customer data and accurately document customer interactions.
    • Understand insurance company web sites in order to process policy changes and new business electronically.
    • Work with customers to review the on-going changes in their insurance needs and provide them advice on the appropriate coverages.
    • Interact with customers on a regular basis via email and phone to keep them informed about any changes in their policy coverages.
    • Work closely with customers to handle claims situations and help to guide them through the process.

    Qualifications:
    • Associates Degree in a Business related field form an accredited college or university or equivalent relevant work experience is preferred
    • Prefer 3-5 years experience working in Farm/Agri-Business Insurance.
    • Current Wisconsin Property & Casualty Insurance license or the ability to obtain one within 3 months of hire.
    • Ability to solve problems effectively and apply critical thinking
    • Detail oriented with a strong focus on accuracy and completeness
    • Strong verbal and written communication skills
    • Able to multi-task and be flexible towards priority changes
    • Self-directed and self-motivated
    • Maintains a positive and professional demeanor
    • Strong computer skills with experience in Microsoft Outlook, Word, Excel and preferred knowledge of insurance operating systems, especially Applied TAM.

    Physical Requirements:
    This is primarily a sedentary role, however, the job does require the ability to lift files and binders on occasion and bend and stand as necessary.

    Position Type and Expected Hours:
    This is a full-time position working 37.5 hours per week. Days and hours of work are Monday through Friday, 8:30 am - 5:00 pm with a 1 hour lunch break.

    Benefits:
    Schwarz Insurance offers a wide range of employee benefit options including:
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • 401k
    • Paid Time Off
    • Paid Holidays
    • Casual Work Environment

    If you meet all of the qualifications and are interested in applying for the job please forward a resume with a cover letter to ashley.schulenburg@schwarzins.com or mail to:


    Schwarz Insurance Agency
    Attn: Ashley Schulenburg
    1420 North Ridge Dr.
    Prairie du Sac, WI 53578

    Contact Information
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