Allstate - Jason Herbers Insurance Agency
Experienced P&C Licensed Customer Service Expert
Job Overview
Build Your Future with an Allstate Agency that is Goal Oriented, Award Winning, and Customer Focused
The Jason Herbers Allstate Agency is seeking a Licensed P&C Customer Service Expert who plays a vital role in supporting our clients by providing expert guidance on policies, handling inquiries, and ensuring a seamless customer experience. Your prior Allstate experience will allow you to efficiently navigate systems, understand company policies, and offer valuable solutions to our clients.
As a P&C Licensed Customer Service Expert, you will be:
· First point of contact for our clients, on the phone and walking into the office
· Assisting our clients with duties such as
o taking payments
o answering inquiries
o reviewing coverages
· Adhering to compliance requirements
· Assisting our sales team and making outbound calls to offer additional services to our current clients
The ideal candidate would have a great attitude, outgoing personality, someone who “never meets a stranger”, is able multi-task by using multiple computer programs at once.
If you have Allstate experience and are looking for a rewarding customer service role in a thriving agency, we would love to hear from you!
Total Compensation Package = Base Pay (DOE) + Commission and Bonus Opportunities
Salary Range: $50,000.00 - $70,000.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Annual Base Salary + Commission + Bonus Opportunities
Health Insurance
Dental Insurance
Vision Insurance
Supplemental Benefit Options
Paid Time Off (PTO)
401(k) with Employer Match
Complimentary Gym Membership!
Career Growth Opportunities
Hands on Training
Mon - Fri Schedule with rotating Saturday Schedule
Fun & Friendly Team Work Environment
Evenings Off
Requirements
- Currently have a valid Property & Casualty Insurance License *Required*
- Have a minimum 2 years P&C Customer Service Experience, specifically Allstate Agency experience
- Have a proven track record of dependability & reliability – showing up to work as scheduled, on time.
- Desire to want to help educate others on insurance – how and why it’s important to have the proper coverage
- Have an upbeat, positive and enthusiastic attitude.
- Great self-starter with a sense of urgency.
- Have the ability to answer prospective client's questions efficiently and effectively.
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Proficiency to multi-task, follow-thru and follow-up.
- Excellent Communication/interpersonal skills.
- Bilingual (Spanish/English) fluency preferred
- Function in an ever changing environment
Responsibilities
- Answer phones and greet clients with a polite and professional manner
- Assist current customers with service-related tasks, including but not limited to processing payments, making changes to existing polices, troubleshooting billing questions, assisting with the claims process
- Assist the sales team to ensure a seamless and positive customer experience.
- Ask each customer for referrals and recommendations
- Treat each customer contact as a cross and up-sell opportunity including financial products. (Commissions available for any sales completed by the CSR!)
- Maintain client relationships with follow up phone calls.
- Schedule appointments for sales staff to meet prospective customers
- Manage and maintain a positive office environment and perform any other office related tasks
- Perform policy review for customers