Licensed Customer Experience Manager

Licensed Customer Experience Manager Oshkosh, WI 54901 $80,000

• $95,000 a year
• Full-time $80,000
• $95,000 a year
• Full-time Job Overview Fallon Insurance Agency is a rapidly growing AAA Insurance Agency located in Oshkosh, Wisconsin.

Our mission is simple:

Build the #1 AAA Agency in the Midwest. We are building a high-performance agency focused on professionalism, accountability, customer relationships, retention, and long-term growth. The Customer Experience Manager (CEM) is one of the most important positions within our agency. This is not simply a customer service role. This is a relationship management and client retention role focused on protecting households, strengthening relationships, increasing retention, generating referrals, supporting life insurance conversations, and delivering an exceptional customer experience. As a Customer Experience Manager, you will play a key role in helping clients protect what matters most while contributing directly to the long-term growth of the agency. This role is designed for individuals seeking: Competitive Base Salary + Bonus Opportunities Top performers have the opportunity to earn $7,000

• 9,000+ per month Structured performance bonus opportunities Renewal income opportunities

Salary Range:

$80,000

• $95,000 per year

BENEFITS

Competitive Base Salary Performance Bonus Opportunities Paid Time Off (PTO) Ongoing Professional Training Monday-Friday Schedule Leadership Development Career Advancement Opportunities Professional Office Environment Long-Term Renewal Income Potential Long-term career advancement opportunities Leadership development opportunities Opportunity to help build the #1 AAA Agency in the Midwest We are focused on building a professional, long-term agency centered around exceptional service, retention, strong relationships, and complete household protection.

Salary Range:

$80,000.00

• $95,000.00 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 required
• This is a in office position
• Assessment must be completed to be considered Previous insurance agency experience required Active Life & Health insurance license required or (willing to obtain within 30 days) Strong communication and relationship-building skills Strong organizational and multitasking ability Detail-oriented with strong documentation habits Professional appearance and communication Comfortable handling customer service, onboarding, relationship-building, life insurance conversations, and walk-in client interactions daily Growth-oriented and accountable Self-motivated and process-driven Reliable attendance and professionalism Desire for long-term career growth and leadership opportunities If you are highly organized, relationship-focused, and looking for an opportunity with real long-term upside, strong leadership, full benefits, recurring income potential, and a path for growth, we would love to speak with you.

Our goal is to build the #1 AAA office in the Midwest, and we are looking for the right people to help us do it. Responsibilities Complete and manage customer onboarding with accuracy and professionalism Handle walk-in clients and provide a high-level in-office customer experience Handle policy service requests, billing questions, account changes, and client support Maintain strong customer communication throughout the onboarding and service process Build complete household relationships through cross-selling and account reviews Generate Google reviews through exceptional customer experience Generate referrals through relationship building and client satisfaction Identify and assist with life insurance opportunities and conversations Help strengthen household protection through account reviews and coverage conversations Maintain accurate AgencyZoom documentation, account notes, onboarding records, and service tracking Process mortgagee, lienholder, cancellation, underwriting, and onboarding documentation accurately Help prevent avoidable cancellations and improve household retention Consistently work toward onboarding, review, referral, life insurance, and retention KPIs Maintain strong activity levels, organization, process execution, and follow-up discipline Participate in training, coaching, accountability meetings, and process improvement initiatives Follow agency workflows, onboarding procedures, documentation standards, and quality expectations Deliver a high level of professionalism and customer service at all times This is a KPI-driven role focused on customer experience, retention, complete household protection, operational accuracy, relationship growth, and long-term client value. About Us Fallon Insurance Agency is a dynamic leader in the insurance industry, passionately committed to securing peace of mind and comprehensive protection for our clients. We're actively seeking energetic, professional talent to join our thriving team and drive our mission forward. Explore a rewarding career with us!