Personal Lines Customer Service Agent

Marshfield, WI

The Personal Lines Customer Service Agent is responsible for working closely with all of the customers in their assigned book of business to make modifications to accounts as needed and to provide risk analysis and recommendations as appropriate. This individual needs to have a valid Wisconsin 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 this process.

• Associates Degree in a Business related field from an accredited college or university or equivalent relevant work experience is preferred.
• Prefer 2-5 years experience working in personal 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. This position is in our Marshfield office.

Schwarz Insurance offers a wide range of employee benefits 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 or mail to:

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