Fallon Insurance Agency is an AAA insurance agency now opening in Oshkosh, WI, focused on helping protect households throughout the Midwest with home, auto, umbrella, life, and specialty insurance solutions.

We are building a high-performance agency centered around professionalism, accountability, customer relationships, retention, and long-term business growth, with the goal of becoming the #1 AAA office in the Midwest.

The Customer Experience Manager (CEM) role is one of the most important positions inside the agency.

This is not just a customer service role.

The CEM is responsible for protecting households, improving the customer experience, strengthening relationships, increasing retention, supporting onboarding accuracy, generating referrals, identifying life insurance opportunities, improving household protection, and helping grow long-term account value.

This role also serves as a key part of the client experience inside the office, including assisting and handling walk-in clients professionally and efficiently.

We are looking for organized, detail-oriented, relationship-focused professionals who take pride in execution, professionalism, accountability, and client experience.

Our agency invests heavily into systems, operational support, marketing, and long-term growth infrastructure so our team can focus on building relationships and delivering a high-level customer experience.

Our compensation structure is designed to reward onboarding execution, retention, complete households, referrals, reviews, life insurance conversations, relationship growth, and long-term recurring business.

This role is designed for individuals looking for:

• Base Salary + bonuses

• Structured performance bonus system designed to reward onboarding execution, referrals, reviews, retention, relationship growth, and household strengthening

• Top performers have the opportunity to earn $6,000-$9,000+ per month, not including recurring renewal income

• Renewal/residual income by continuing to get paid yearly on eligible households personally sold or converted

• Full medical, dental, and vision insurance

• Short-term and long-term disability coverage

• 401(k) retirement plan

• Long-term career growth opportunities

• Leadership advancement opportunities within a rapidly growing agency

We are focused on building a professional, long-term agency centered around quality service, retention, strong relationships, and exceptional client experience.

This position is expected to begin August 2026.

Salary Range: $70,000.00 - $95,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Active Property & Casualty license required- This is a In Office Only position- **Assessment must be completed to be considered

Previous insurance agency experience required

• Active Life & Health insurance license required

• 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.

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.

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!