Licensed Insurance Customer Service Representative

Job Description

Job Description

Are you the person who calls the customer back, even when you're still waiting on an answer? Be the main point of contact for our existing clients. You'll work directly with agency owner Mike Stone and a dedicated sales team at an Allstate Elite agency serving Baton Rouge since 2020.

Responsibilities

What you'll do

• Own each request. Acknowledge it within one business day, keep clients updated through resolution, and document conversations and next steps.

• Handle policy service. Process driver, vehicle, address, and coverage changes. Resolve billing issues and prepare insurance and closing documents for lenders.

• Help with claims. Guide clients through filing and follow up so they know what to expect.

• Protect renewals. Reach out about rate increases, review household coverage, and track renewal outreach, completed reviews, and policies you help retain.

• Welcome new clients. Make Friday welcome calls to confirm policy details, payment arrangements, and communication preferences. Ask for reviews and referrals.

• Spot coverage gaps. Quote and write add-on policies that fit the household's needs and receive production credit for business you write.

• Support the front office. Answer phones, greet walk-ins, and handle mail, supplies, and vendor calls.

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• A Property & Casualty insurance license is required.
• Strong communication skills, both oral and written.
• Ability to tactfully handle stressful and difficult situations.

Enthusiasm, optimism, and a willingness to see the good in every situation.

Commitment to excellence, willingness to work hard, and willingness to go the extra mile.

Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.

Ability to identify and solve problems, think critically, and make decisions quickly.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan