Licensed Customer Service Representative — Hybrid Option

Job overview

The Licensed Customer Service Representative — Hybrid Option role is based in Madison, WI, with an all-in-office or hybrid in-office/work-from-home arrangement available. Compensation is a $55,000–$65,000 annual base salary, plus commission and bonus opportunities. Cha & Associates is an established American Family Insurance agency with a loyal client base. The representative serves existing clients by handling policy and account needs while identifying appropriate opportunities to improve coverage. The role supports customer relationships and agency growth through service, policy reviews, accurate transactions, and needs-based insurance conversations.

What you'll do

• Provide client service by phone, email, and in person
• assist with policy changes, renewals, billing questions, claims support, and coverage updates
• conduct policy reviews
• identify coverage gaps and recommend solutions
• cross-sell products based on customer needs
• process transactions and maintain records
• collaborate toward agency service and sales goals.

What we're looking for

Skills & competencies

licensed customer service representative

madison wi

hybrid option

property and casualty license

insurance customer service

policy reviews

cross-selling

american family insurance

$55k–$65k

commission and bonus opportunities

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance stipend
• performance-based bonus
• paid time off
• training and development
• advancement opportunities.

Why this role

Approximately 60% of time focuses on existing-client service and 40% on cross-selling and new business opportunities; all-in-office or hybrid work arrangement available; active Property and Casualty Insurance License required.

About the employer

Cha & Associates, Inc. - American Family Insurance is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.