Insurance Customer Service Representative - Primary Location

The Allstate - Dannielle Thomas Agency is growing! And we are looking for someone talented just like you to join our team! We pride ourselves on providing prompt, accurate, and courteous customer service. You will be an advisor to our clients to help them meet their personal goals.

We are currently seeking a dedicated Insurance Customer Service Representative to join the Dannielle Thomas Agency team. As our agency continues to grow, we are in need of someone who is tech-savvy, customer-focused, and eager to learn. This role offers an opportunity to help acquire your insurance license while providing exceptional service to our valued clients. Reps will be expected to achieve upsell goals and benchmarks to ensure the agency is gowing.

If you're ready to join a dynamic team and embark on a rewarding career in the insurance industry, we want to hear from you! Take the first step by Applying Today! Don't miss out on the opportunity to be part of a supportive and thriving workplace at Allstate - Dannielle Thomas Agency.

Salary Range: $30000.00 - $50000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Warm Leads Provided

Paid Time Off (PTO)

Holidays Off

Paid Holidays

Professional Development

Continuing Education Reimbursement

Professional Work Environment

Equipment Provided

IRA W/ Company Match

Health Insurance

Dental Insurance

Vision Insurance

Cancer / Critical Illness Policy

Funeral Leave

Birthday Off

Responsibilities

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Focus on service as a key strategy for client retention, including selling within the existing book of business, executing winbacks, and promoting bundling opportunities.
• Utilize eAgent software to maintain detailed notes and effectively track client interactions, ensuring seamless communication and follow-up.
• Demonstrate awareness of office dynamics, exhibit strong interpersonal skills, and possess proficiency in computer applications such as Zoom and completing insurance applications accurately and efficiently.

• Property and Casualty License required. A license is not required to apply.
• Candidate must have basic computer software knowledge. This includes being proficient in Microsoft Office Suite.
• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Efficiently manage multiple client inquiries, tasks, and administrative responsibilities simultaneously, maintaining a high level of organization and attention to detail.
• Communicate effectively through written and verbal means, both with clients and team members, to provide clear, concise, and informative responses.
• Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.