Job Description

Job Description

Job Description

The Customer Service Representative is the cornerstone of exceptional customer experiences in our Allstate agency. As a CSR, you will assist clients with their insurance needs, resolve inquiries, and ensure customer satisfaction, fostering long-term relationships that contribute to the agencys success.

Base salary will start at $32,000-$38,000.00 with a highly incentivized bonus schedule.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training

Parental Leave

Professional Work Environment

Bonus Opportunities

Team Building Activities

Flexible Hours

Hands-On Training

Mentorship with Established Agent

Long-Term Career Growth

Advancement Opportunities

Base Salary Plus Commissions

• Provide outstanding customer service by handling inquiries via phone, email, or in-person visits.
• Resolve billing issues, answer policy questions, and process service requests.
• Assist clients with policy changes, renewals, and claims reporting.
• Ensure accurate documentation of client interactions and updates in the agencys CRM system.
• Identify opportunities for cross-selling or bundling additional insurance products.
• Forward leads and opportunities to sales agents.
• Manage office tasks such as filing, data entry, and scheduling.
• Monitor customer accounts to ensure timely payments and renewals.
• Compliance:
• Adhere to Allstates underwriting guidelines and state insurance regulations.
• Maintain confidentiality of client information.

• High school diploma or equivalent (required).
• Property & Casualty License preferred or willingness to obtain within 60 days of employment.
• 12 years of customer service experience, preferably in insurance or financial services.
• Strong verbal and written communication skills.
• Problem-solving and conflict-resolution abilities.
• Proficiency with Microsoft Office Suite and CRM software.
• Friendly and professional demeanor.
• Detail-oriented with excellent organizational skills.
• Ability to multitask and work effectively in a fast-paced environment.

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