Licensed Insurance Customer Experience Manager
Role Overview
Fallon Insurance Agency is looking for a Customer Experience Manager the heartbeat of our client relationships and the person who makes sure every family we protect feels taken care of long after the sale.
This is a service and retention role with a sales component, built on a simple belief: take care of people, and everything else takes care of itself. You'll own the onboarding experience, keep our households complete and protected, handle every walk-in like a guest in your home, and help existing clients round out the coverage their families need.
We supply the systems, the training, and the coaching. You bring the heart for service and the discipline to do it right every time.
Here's what you win here:
A strong hourly base that reflects the experience this role requires
Per-policy pay on every policy you write — for walk-ins and cross-sells, you earn just like a producer does
A year-end profit-share you share in after one year with us
A full benefits package that protects you and your family
A real career path inside a growing agency that develops its people into leaders
This is not a revolving-door job. We're building a team of professionals who take pride in protecting families and doing work that matters. If you're organized, warm, detail-obsessed, and you love helping people, you'll fit right in.
The kind of person who thrives here is:
Detail-oriented
Warm and client-focused
Organized and disciplined
Positive
Committed to Continuous Improvement
Apply today — and let's take care of people the right way, together.
Salary Range: $45,000.00 - $55,000.00 per year
Key Skills for This Role
Full Job Posting
Job Overview
Fallon Insurance Agency is looking for a Customer Experience Manager the heartbeat of our client relationships and the person who makes sure every family we protect feels taken care of long after the sale.
This is a service and retention role with a sales component, built on a simple belief: take care of people, and everything else takes care of itself. You'll own the onboarding experience, keep our households complete and protected, handle every walk-in like a guest in your home, and help existing clients round out the coverage their families need.
We supply the systems, the training, and the coaching. You bring the heart for service and the discipline to do it right every time.
Here's what you win here:
A strong hourly base that reflects the experience this role requires
Per-policy pay on every policy you write — for walk-ins and cross-sells, you earn just like a producer does
A year-end profit-share you share in after one year with us
A full benefits package that protects you and your family
A real career path inside a growing agency that develops its people into leaders
This is not a revolving-door job. We're building a team of professionals who take pride in protecting families and doing work that matters. If you're organized, warm, detail-obsessed, and you love helping people, you'll fit right in.
The kind of person who thrives here is:
Detail-oriented
Warm and client-focused
Organized and disciplined
Positive
Committed to Continuous Improvement
Apply today — and let's take care of people the right way, together.
Salary Range: $45,000.00 - $55,000.00 per year
Benefits
- Annual Base Salary + Bonus Opportunities
- Paid Time Off (PTO)
- Hands on Training
- Mon-Fri Schedule
- Career Growth Opportunities
Requirements
- Active Property & Casualty license (or willingness to obtain; Life license a plus)
- Customer service or insurance service experience preferred
- Exceptional attention to detail and documentation discipline
- Strong communication and relationship skills
- Organized, dependable, and process-driven
- Professional attitude and a genuine heart for helping people
Responsibilities
- Complete accurate, fully documented onboarding for every new household
- Handle all required AAA underwriting, signature, ACORD, mortgagee, and lienholder documentation
- Maintain complete, accurate records in AgencyZoom
- Handle all walk-in customers and write coverage for them where appropriate
- Cross-sell existing clients on missing lines of coverage within the agency
- Drive Google reviews and gather referrals
- Lead household-save and retention efforts (cancellation, rewrite, reinstatement, and remarket saves)
- Deliver an outstanding client experience on every interaction
- Maintain service, quality, and compliance standards
About Fallon Insurance Agency
Locally owned independent insurance agency serving Wisconsin families, business owners, and professionals with personal and commercial coverage.
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