Customer Service Representative

PURPOSE: The Service Agent is under the immediate supervision of the Agency Manager to do routine data entry, office work of normal complexity, endorsements and answer the telephone in accordance with established standards and procedures. Work is expected to be high in quality and accuracy. The Service Agent must have working knowledge of office routines and requires the exercise of a limited degree of independent judgment and to do related office work as directed. The Service Agent may be exposed to confidential information and therefore is required to adhere to all Allstate corporate and agency privacy requirements.

LICENSING REQUIREMENTS: Every Service Agent must have their Property & Casualty (P&C) license prior to being employed with our agency. The cost of this licensing is to be incurred by the team member then reimbursed by the agency after 90 days. We will work directly with you to obtain the license.

MINIMUM PERFORMANCE REQUIREMENTS: Will be determined by the agency manager on a monthly basis.

ESSENTIAL FUNCTIONS:

Maintain and organize agency files, both electronic and paper (converting paper to electronic).

Use eAgent and agency systems to document EVERY interaction with EVERY customer EVERY time.

Prepare agency solicitation, renewal mailers, and other customer mailers.

Follow up and complete all trailing documents for new and existing clients.

Answer incoming calls expeditiously and courteously and direct them to the appropriate person promptly and efficiently.

Greets all customers coming in to the agency in a friendly and helpful manner.

Receives and processes insurance payments.

Receives and processes endorsements in an expeditious and efficient manner. Document everything in eAgent 100% of the time.

Provide and verify general and non-technical information to inquiries over the telephone or in-person.

Believe and LIVE the fact that your role is not to simply give “good service with a smile.” Your role is to get to know your customers, understand what is important to them, give them good advice, and to recommend products and services to protect their family. You are a Trusted Advisor and must deliver that value proposition in every customer interaction.

MAINTAIN A POSITIVE AND SELF-DRIVEN, SELF-MOTIVATED ATTITUDE!

Job Type: Full-time

Pay: $40,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• On-the-job training
• Paid time off

Work Location: In person