We are seeking a motivated and detail-oriented Customer Service Representative (CSR) to join our Property & Casualty (P&C) Insurance Agency. The CSR will be responsible for providing outstanding customer support, assisting clients with policy inquiries, processing changes, and ensuring a seamless customer experience. The ideal candidate is a strong communicator with experience in insurance services, policy administration, and claims assistance.
This is 100% in office position based out in Plano, TX from 9:00 am to 6:00 pm
You will get the Personality Assessment Link from IdeaTraits. Must take care of that
Prior Allstate or any other Insurance Custome Service or P&C CSR Experience Preferred
Bilingual Preferred
Salary Range: $40,000.00 - $60,000.00 per year
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Life Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
· Property & Casualty (P&C) Insurance License must required
· Previous experience in insurance, customer service, or related field preferred.
· Strong knowledge of insurance policies, coverages, and endorsements.
· Excellent communication, problem-solving, and multitasking skills.
· Strong attention to detail and ability to handle confidential information with discretion.
· Ability to work both independently and as part of a team.
· Provide exceptional customer service via phone, email, and in-person interactions.
· Assist clients with policy inquiries, including coverage details, billing questions, and policy changes.
· Process policy endorsements, renewals, cancellations, and reinstatements in compliance with company policies and regulations.
· Support customers in filing claims, ensuring proper documentation and coordination with adjusters.
· Maintain and update client records in the agency management system (AMS).
· Educate clients on available insurance products and identify opportunities for cross-selling or upselling additional coverage.
· Handle customer complaints professionally and escalate issues when necessary.
· Work closely with insurance agents and underwriters to ensure timely and accurate policy processing.
· Stay updated on state insurance regulations, underwriting guidelines, and industry trends.
The Allstate Insurance: Zee Insurance Agency located in the heart of Plano, TX, is looking for indoor insurance sales team member who is interested in taking their incomes and careers to the next level
We are a premier Agency specializing in Home, Auto, Life, Umbrella and Small Business Insurance. Our dedicated staff work incredibly hard to ensure that our clients are completely satisfied. We hire and reward the best talent and ensure their career growth