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Client Insurance Relationship Specialist

Job

Fallon Insurance Agency

Oshkosh, WI (In Person)

$66,997 Salary, Full-Time

Posted 4 days ago (Updated 1 day ago) • Actively hiring

Expires 7/24/2026

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Job Description

Client Insurance Relationship Specialist Oshkosh, WI 54904 $36,000
  • $95,000 a year
  • Full-time $36,000
  • $95,000 a year
  • Full-time Job Overview Do You Take Pride in Taking Care of People?
Most people view insurance service as answering phones and processing paperwork. We don't. At Fallon Insurance Agency, we believe exceptional service is one of the biggest drivers of retention, referrals, client loyalty, and long-term agency success. That's why we're looking for an experienced Insurance Account Manager who genuinely enjoys helping people and takes pride in delivering an exceptional client experience. The person who succeeds in this role isn't just looking for a paycheck. They care about doing things the right way. They take ownership. They follow through. They notice details that other people miss. They build relationships naturally. They enjoy solving problems and helping clients feel taken care of. Most importantly, they understand that every interaction matters. You Might Be a
Great Fit If:
You genuinely enjoy helping people You take pride in your work You hate dropping the ball You are highly organized You follow through on commitments You communicate professionally You enjoy building long-term relationships You pay attention to details You take ownership of problems until they're resolved You believe great service creates loyal clients
You Probably Won't Enjoy This Position If:
You dislike talking with clients You struggle with organization You prefer being told exactly what to do all day You dislike accountability You rush through work and make avoidable mistakes You see service as \"just answering phones\"
Salary Range:
$36,000.00
  • $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 What We're Looking For Prior insurance agency experience Property & Casualty & Life Licensed Strong communication skills Professional attitude Strong organizational skills Ability to multitask and prioritize Commitment to accuracy and attention to detail About Fallon Insurance Agency Our mission is simple: We believe clients deserve proactive service, honest advice, and a team that genuinely cares about protecting what matters most. If you're an experienced insurance professional who takes pride in helping clients and building relationships, we'd love to hear from you. Apply today. Responsibilities What You'll Do Welcome and onboard new clients Conduct policy reviews Handle policy changes and service requests Assist clients with billing and coverage questions Support retention efforts Strengthen household relationships Generate referrals through exceptional service Help identify coverage gaps and protection opportunities Deliver an outstanding client experience 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!