Join our team! Would you like to go to work each day knowing you are providing beneficial services to the customers; appreciated by management; backed by a supportive, fun staff, growth potential within the agency, and actually enjoy the career you have chosen? Yes, that position really does exist and we have an opening for you! Potter Agency is offering an excellent opportunity in their Eau Claire office for an office assistant professional who possesses high energy, dedication, empathy and has the desire to be part of a winning team.  

Highlights

The Potter Agency is highly regarded in the insurance industry for their professionalism, knowledge, and excellent customer service

Expanded to 3 office locations: Eau Claire, Rice Lake, Cumberland

Voted Best Local Insurance Office of the Chippewa Valley – 2021

Top Performer SIA (Strategic Insurance Agencies) – 2018, 2020, 2021, 2022

Highly innovated management system

One on one training with our knowledgeable and thorough trainer

On-line training available as needed to further develop strong product knowledge

Backed by a team of highly efficient and experienced staff that help each other achieve their goals

Qualifications

Insurance experience or the desire to learn

3 years customer service experience

Excellent oral & written communication

Proficient computer skills, including Microsoft Office

Effective time management abilities

High energy and self-motivated

Ability to keep pace in a fast-moving environment

Responsibilities

Greet customers via phone or in person with a friendly and professional manner

Assist customers with changes/adjustments or any questions regarding their policy

Provide assistance to the agents as necessary

Maintain customer accounts and activities through the management system

Communication with insurance companies via phone and e-mail regarding client policies

Utilize the rater program and insurance company websites for assistance with insurance quoting

Contact Information: 

Kathryn Price, Human Resource Coordinator

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