Account Representative

Allstate Insurance Agency - Rajesh Khullar; Plymouth Meeting (PA); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player seeks a Customer Service Manager to foster profitable relationships with clients. This role involves managing customer inquiries, providing insurance solutions, and ensuring high levels of satisfaction. With a focus on professional development and job stability, the agency offers a supportive environment for growth. Join a dedicated team with over 100 years of combined experience, where your contributions will significantly impact the agency's success and client satisfaction.

Benefits

Competitive Pay

Professional Development

Job Stability

401 K

PTO

Earned Commissions & Bonuses

Qualifications

• Strong knowledge of insurance products and underwriting procedures.
• Ability to handle difficult customer calls and solve complex problems.

Responsibilities

• Answer customer calls regarding insurance policies and service claims.
• Work with prospects to understand their needs and present policy options.
• Resolve product or service issues by clarifying customer concerns.

Skills

Customer Service

Insurance Knowledge

Communication Skills

Problem Solving

Attention to Detail

Time Management

Education

Insurance License

Tools

Agency Management Systems

Job description

Benefits/Perks:

• Competitive Pay
• Professional Development
• Job Stability in a growing industry
• 401 K
• PTO
• Earned Commissions & Bonuses

Job Description

The Customer Service Manager at Allstate Insurance Agency - Rajesh Khullar is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.

Responsibilities

1. Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors, and assisting with mail.
2. Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
3. Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
4. Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
5. Actively solicit increases in coverage or rounding out accounts at every service contact.
6. Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.

Qualifications

• Able to obtain insurance license within 30 days of employment.
• Demonstrate strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations.
• Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
• Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
• Technology and computer proficiency including agency management systems.

About Us

My name is Raj, and I have owned RK Financial Services for about 12 years. I have also been in Insurance & Financial Services for 35 years. I'm a Lifetime MDRT producer and one of the leading agents in Allstate for Financial Services. We are growing and expanding our agency, currently with five reps and over 100 years of combined experience. We provide continuous weekly training and support for our employees' growth.

The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co., but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors.