Customer Service and Sales Representative

About our Agency: Our agency is built around growth, strong coaching, and a positive team culture. We’re passionate about helping our team members succeed while also maintaining a healthy work-life balance, especially around important family events. We offer dental and vision coverage for employees and their families, a 401(k), licensing support, and access to extensive training and nationally recognized sales coaching.

Our team participates in daily coaching meetings and weekly one-on-one development to help everyone continuously improve. Our culture is upbeat and supportive, with company promotions, team-building events, travel opportunities, retreats, and celebrations throughout the year. We truly care about our team’s professional success and personal well-being, and we’re looking for someone who wants to grow in a positive, high-performing environment.

Position Overview

As a Customer Service Representative, you will be a key point of contact for our clients, providing timely and accurate information while ensuring a positive customer experience. This role involves addressing inquiries, resolving issues, and offering support on a variety of insurance-related matters.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Responding promptly to customer inquiries via phone and email.
• Providing information about insurance policies, coverage details, and claims processes.
• Assisting clients with policy changes, updates, and renewals.
• Investigating and resolving customer issues or concerns with empathy and professionalism.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

Requirements

• Interest in marketing products and services based on customer needs
• Excellent communication skills - written, verbal, and listening
• People-oriented
• Detail oriented
• Proactive in problem-solving
• Able to learn computer functions
• Ability to work in a team environment
• Prior Allstate experience preferred