Licensed Insurance Customer Service Representative

Job Description

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Paid time off

Benefits/Perks

• Competitive Pay
• Performance Bonuses
• Paid Time Off
• Health Care Benefits
• Professional Development
• Job Stability in a growing industry

Job Description
The Personal Lines CSR at Allstate Insurance Agency - Gary Knisley is responsible for maintaining customer relationships by handling insurance coverage inquiries and concerns with speed and professionalism while conducting specific service and marketing activities.

Responsibilities

• Answer customer calls, texts, and emails regarding new or existing insurance policies.
• Manage billing for existing clients by processing payments, resolving billing questions, and seeking payments from clients to maintain coverages.
• Resolve customer issues by clarifying the concern, determining the cause, selecting and explaining the best solution, expediting correction, following up to ensure resolution.
• Seek opportunities to broaden clients relationships in all interactions and refer those opportunities to teammates.
• Advise clients on adjustments to their coverages and complete endorsements as needed/requested.
• Set appointments for clients to review existing policies with Principal agent.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.

Qualifications

• Maintain a Property & Casualty insurance license in the State of SC.
• Possess a strong knowledge of insurance products, coverages, usages, rating procedures, underwriting procedures, and industry operations.
• Have the ability to tactfully handle difficult customer phone calls and solve complex problems while maintaining composure.
• Demonstrate strong customer focus and an excellent phone presence.
• Possess strong written and verbal communication skills.
• Have a strong sense of urgency to solve customer issues.
• Possess attention to detail, organization, multi-tasking, and time management skills.
• Enjoy strong technology and computer proficiency.
• Have a competitive spirit with a strong desire to achieve individual and team goals.