Roberts Allstate Agency
Insurance Customer Service
Job Overview
Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.
Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.
Salary Range: $30,000.00 - $70,000.00 per year
Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Career Growth Opportunities
Mon-Fri Schedule
Health Insurance
Disability Insurance
Retirement Plan
Requirements
Possess a genuine willingness to learn, be intuitive and resourceful, and be coachable.
Possess an upbeat, positive, and enthusiastic attitude.
Proficiency to multi-task, follow-thru, and follow up.
Excellent Communication/interpersonal skills.
A Property & Casualty license is Required.
Professional phone etiquette.
Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
Strong communication skills, both oral and written.
Being bilingual and fluent in both English and Spanish is beneficial.
Responsibilities
Process customer policy change requests.
Secure all Trailing Documents from customers.
Handle all incoming claim calls from customers.
Complete Evidence of Insurance requests.
Develop new Financial Services opportunities.
Immediately greet all customers entering the office in a friendly and helpful manner.
Take premium payments from customers.
Treat each customer contact as a cross and up-sell opportunity, including financial products.
Verify phone numbers and email addresses with each customer contact and update customer information.
Answer incoming phone calls on the first ring.
Return all phone messages promptly.
Maintain knowledge of new products.
Provide exceptional customer service.
Be outstanding at relationship building.
Follow up with customers to ensure satisfaction, respond to queries, solicit further sales, and solve or refer problems.