Talent.com
Cha & Associates, Inc. - American Family Insurance
Customer Service and Sales RepresentativeCha & Associates, Inc. - American Family Insurance • Madison, WI, US
Customer Service and Sales Representative

Customer Service and Sales Representative

Cha & Associates, Inc. - American Family Insurance • Madison, WI, US
30+ days ago
Salary
$50,000.00 yearly
Job type
  • Full-time
Job description

Benefits:

  • Work from Home Hybrid Opportunities
  • Heath Insurance stipend
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Training & development


Cha & Associates American Family Insurance | Madison, WI


Build Relationships. Deliver Outstanding Service. Grow Your Insurance Career.


Are you an experienced insurance professional who enjoys helping customers just as much as you enjoy identifying opportunities to better protect them? Are you looking for a position that offers the perfect balance of customer service and sales?


Cha & Associates American Family Insurance is seeking a Customer Service Representative to join our growing team in Madison, WI. This role is ideal for someone who enjoys building long-term relationships with clients while contributing to the agency's growth through thoughtful, needs-based sales.


Approximately 60% of your time will be dedicated to servicing existing clients and 40% will focus on identifying cross-selling and new business opportunities.


If you're licensed, customer-focused, and enjoy working in a collaborative environment, we'd love to meet you.


Why Join Cha & Associates?

  • Competitive base salary plus commission and bonus opportunities.
  • Established American Family Insurance agency with a loyal client base.
  • Supportive, team-oriented work environment.
  • Ongoing training and professional development.
  • Opportunities for career advancement.
  • The chance to make a meaningful impact by helping customers protect what matters most.

What You'll Do
As a Customer Service Representative, you'll provide exceptional support to existing customers while identifying opportunities to strengthen their insurance protection.


Responsibilities

  • Deliver outstanding service to existing clients by phone, email, and in person.
  • Assist customers with policy changes, renewals, billing questions, claims support, and coverage updates.
  • Conduct policy reviews to identify coverage gaps and recommend appropriate insurance solutions.
  • Cross-sell additional insurance products based on customer needs.
  • Follow up with customers to ensure satisfaction and build lasting relationships.
  • Educate clients on policy options, discounts, and available coverage.
  • Process policy transactions accurately and maintain organized customer records.
  • Collaborate with team members to achieve agency service and sales goals.

What We're Looking For
Preferred Qualifications

  • Active Property & Casualty Insurance License.
  • Previous insurance agency experience strongly preferred.
  • Experience providing both customer service and insurance sales support.
  • Life Insurance License is a plus or willingness to obtain.

Ideal Candidate

  • Friendly, professional, and relationship-driven.
  • Excellent communication and active listening skills.
  • Strong attention to detail and organizational abilities.
  • Comfortable identifying sales opportunities while delivering exceptional service.
  • Self-motivated with a positive, solution-oriented mindset.
  • Able to manage multiple priorities in a fast-paced office.
  • Proficient with computer systems and agency technology.

Who Thrives in This Role?
This position is perfect for someone who enjoys helping people, solving problems, and building trust with customers. The most successful candidates understand that exceptional service naturally creates opportunities to deepen client relationships and provide additional value through insurance solutions.


If you enjoy balancing customer care with consultative sales and want to build a long-term career with a respected American Family Insurance agency, this is an excellent opportunity.

Create a job alert for this search

Customer Service and Sales Representative • Madison, WI, US

Similar jobs

Customer Service Representative

Graybar Electric Company, Inc.Madison, WI, United States
Full-time

As a Customer Service Representative, you will serve as a key contact and liaison for customers to ensure their total satisfaction.You will interact with customers on an ongoing basis, entering ord... Show more

 • Promoted

MINI of Madison Customer Service Representative

Zimbrick IncMadison, WI, United States
Full-time

Mini of Madison Customer Service RepresentativeZimbrick MINI is looking for a self-motivated Service Support Specialist to join our Business Development Center (BDC).No automotive experience is req... Show more

 • Promoted

Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

OCPAEvansville, Wisconsin, us
$25.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Work From Home

AmazonEvansville, WI
Remote
Full-time

Job Title: Work From Home Customer Service Representative.As a Work From Home Customer Service Representative at Amazon, you will be the first point of contact for customers seeking assistance.You ... Show more

 • Promoted

Sales and Customer Service Representative

American Family InsuranceCottage Grove, WI, United States
Full-time

American Family Insurance - Vetter AgencySchedule:Monday-Thursday 8:30 AM-4:30 PM Friday 8:30 AM-2:00 PM Position Overview We are seeking a motivated, relationship-focused professional to join our ... Show more

 • Promoted

Customer Service Representative

U-HaulMadison, WI, United States
Full-time

Return to Job SearchCustomer Service RepresentativeAre you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Repres... Show more

 • Promoted

Customer Service Representative

Alphabe InsightMadison, WI, United States
Full-time

Customer Service RepresentativeAt Catch Vibe Voice, we are dedicated to connecting brands with their audiences in meaningful and memorable ways.We foster a culture of creativity, collaboration, and... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausWaunakee, WI, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Independent Sale Representative

TradeJobsWorkForce53502 Albany, WI, US
Full-time

Independent Sales Representative Job Duties: Maintain easily attainable minimum sales goals Create online classified ads on Fa... Show more

 • Promoted

Retail Project Supervisor

DrivelineEvansville, WI, US
Full-time

Are you looking for a new, challenging and rewarding management career with the ability to travel across the US?  Do you like managing and interacting with people and customers?  Then continue read... Show more

 • Promoted

Work From Home

Remote JobsEvansville, WI
Remote
Full-time

Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office.Benefits: Health Insurance, 401K, Vacation& PTO.Apply now! Work f... Show more

 • Promoted

Customer Service Representative - State Farm Agent Team Member

State Farm InsuranceStoughton, WI, United States
Full-time

State Farm Insurance - JobID:100-169069539 Sales Agent / Sales Rep / Salesperson As a State Farm Agent Team Member at State Farm Insurance, you'll:Establish customer relationships and follow up wit... Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausSun Prairie, WI, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

British Airways Customer Service Representative

TradeJobsWorkforce53502 Albany, WI, US
Full-time

Join our growing team as a British Airways Customer Service Representative to work collaboratively across teams and departments, gain knowledge of company offerings to better serve clients, and mai... Show more

 • Promoted

American Airlines Customer Service Representative

TradeJobsWorkforce53502 Albany, WI, US
Full-time

Take the next step in your career as our new American Airlines Customer Service Representative to provide excellent service to customers and team members, respond promptly to inquiries and resolve ... Show more

 • Promoted

Remote Customer Service Representative $45 per hour

GL1Waunakee, Wisconsin
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

e-COMMERCE/DEPARTMENT LEAD

KrogerSun Prairie, WI, United States
Full-time

Assist the Store e-Commerce manager in managing the day-to-day operation of the store's e-Commerce department.Demonstrate the company's core values of respect, honesty, integrity, diversity, inclus... Show more

 • Promoted

Customer Service Representative

Carlin ShaynMadison, WI, United States
Full-time

Job Title:Area Customer Service Coordinator - Managed Services (Onsite)Location:Madison, WI, United States (Onsite - Multiple Client Sites)Job Type:Contract (Temporary)Schedule:Monday - Friday, 8:0... Show more

 • Promoted

Remote Customer Service Representative – Product Testing

GLOCPASun Prairie, Wisconsin
$15.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Customer Services Representative

University of WisconsinMadison, WI, United States
Full-time +1

Customer Service RepresentativeTransportation Services is seeking an enthusiastic Customer Service Representative who enjoys helping people, solving problems, and creating positive experiences.In t... Show more