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Licensed P&C Insurance Customer Service Expert - IN OFFICE

Mark Jameson Allstate Agency

Job Description

Job Description

Join a Top-Ranked Allstate Agency that is well established (20+ Years) and is GROWING!

Are you a PC Licensed expert who is passionate about helping people and thrive in a fast-paced, high-performance environment? Join the Mark Jameson Allstate Agency , one of the largest and most award-winning Allstate agencies in Texas! We pride ourselves on exceptional service, a supportive culture, and strong career growth opportunities for our team members.

We're seeking experienced, PC licensed Customer Service Representatives to join our outstanding service department. This is a fantastic opportunity for professionals with Allstate experience looking to take their careers to the next level.

As a CSR, you'll be the first point of contact for our clients, delivering world-class service and ensuring policyholders have the support they need whether its billing assistance, policy changes, or guiding them through claims.

If you're ready to grow your career, work with a supportive and driven team, and help protect what matters most to our clients -- apply today to become part of the Mark Jameson Allstate Agency!

**This is a full time In Office (not remote) opportunity for on of our three locations: Southlake, Colleyville, or Burleson, TX Agency locations.**

Responsibilities

  • Answer phones and greet walk in clients with a polite and professional manner
  • Assist current customers with service-related tasks, including but not limited to processing payments, making changes to existing polices, troubleshooting billing questions, assisting with the claims process
  • Assist the sales team to ensure a seamless and positive customer experience.
  • Have an upbeat, positive and enthusiastic attitude
  • Ask each customer for referrals and recommendations
  • Treat each customer contact as a cross and up-sell opportunity including financial products. (Commissions available for any sales completed by the CSR!)
  • Maintain client relationships with follow up phone calls.
  • Schedule appointments for sales staff to meet prospective customers
  • Manage and maintain a positive office environment and perform any other office related tasks

Requirements

  • Currently have a valid Property Casualty Insurance License *Required* **This is DIFFERENT from an Adjustor's License , which is not applicable**



  • 1+ Year CSR experience, in a similar customer facing, service environment

  • Be willing and able to travel to and work full time in one of our three locations - Southlake, Colleyville, or Burleson, TX

  • Have a minimum 1 year PC Industry Experience
  • Have a minimum 1 year Customer Service Experience *Required*
  • Previous PC Industry experience highly preferred
  • Have a proven track record of dependability reliability – showing up to work as scheduled, on time.
  • Desire to want to help educate others on insurance – how and why it’s important to have the proper coverage
  • Have an upbeat, positive and enthusiastic attitude.
  • Great self-starter with a sense of urgency.
  • Create relationships from a cold start and be able to handle customer rejection.
  • Have the ability to answer prospective client's questions efficiently and effectively.
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication/interpersonal skills.
  • Bilingual (Spanish/English) fluency preferred

Benefits
Paid Time Off (PTO)###Health Insurance###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###Evenings Off###

Vacancy posted more than 2 months ago

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