Allstate Insurance Customer Service Hybrid

The Juris Agency; Summit (NJ); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Paid Time Off

Work from Home

Career Growth Opportunities

Retirement Plan

Hands on Training

Home Work equipment provided

Quarterly bonus opportunity

Pay Raise opportunity

Collaborative work environment

Flexible work life balance

Paid holidays

Job summary

Potolsky Financial Group in Summit, NJ is seeking a Customer Service Representative to act as the friendly face of the agency, guiding policyholders with care and expertise. You will support clients through coverage reviews, billing questions, and claims processes while maintaining organized records and collaborating with the team.

Ideal candidates have NJ insurance licensing, customer service experience, and comfort with multiple software systems.

Qualifications

• Experience in customer service or client-facing role.
• Active New Jersey Property & Casualty Insurance License.
• Comfort with computers and navigating multiple software systems.

Responsibilities

• Review existing client policies to ensure they are adequately protected and suggest updates when life changes occur.
• Answer incoming client questions regarding their coverage, billing, or claims with kindness and patience.
• Process policy changes and payments accurately to ensure seamless account management.
• Proactively reach out to clients to schedule coverage reviews and build lasting rapport.
• Maintain organized electronic files and document all client interactions thoroughly.
• Collaborate with the broader team to resolve complex service issues and share best practices.

Skills

Customer service

Communication

Empathy

Tools

CRM software

Insurance software

Job description

Job Description

Welcome to the Potolsky Financial Group, an agency proudly representing Allstate here in Summit, New Jersey. We believe that insurance is about more than just policies and premiums—it is about the people we serve and the peace of mind we help them build. Our office is a warm, collaborative space where your voice matters, and your daily contributions directly impact the lives of our neighbors. We are looking for a dedicated individual to join us as a Customer Service Representative to help nurture our growing client base. In this role, you will be the friendly face and voice of our agency, acting as a true advocate for our policyholders. You will have the opportunity to make a real difference by helping families navigate life’s unexpected moments with care and expertise. If you value a supportive environment, appreciate the balance of personal interaction, and enjoy helping people understand how to best protect their future, we would love to welcome you to our team. Come help us continue our tradition of providing reliable, human-centered service to the Summit community.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Career Growth Opportunities
• Retirement Plan
• Hands on Training
• Home Work equipment provided
• Quarterly bonus opportunity
• Pay Raise opportunity
• Collaborative work environment
• Flexible work life balance
• Paid holidays

Responsibilities

Review existing client policies to ensure they are adequately protected and suggest updates when life changes occur.

Answer incoming client questions regarding their coverage, billing, or claims with kindness and patience.

Process policy changes and payments accurately to ensure seamless account management.

Proactively reach out to clients to schedule coverage reviews and build lasting rapport.

Maintain organized electronic files and document all client interactions thoroughly.

Collaborate with the broader team to resolve complex service issues and share best practices.

Requirements

Active New Jersey Property & Casualty Insurance License. required

Demonstrated experience in customer service or a client-facing role.

Strong comfort level with computers and navigating multiple software systems simultaneously.

Clear and empathetic verbal communication style.

Previous experience working in an insurance office environment.

Ability to commute to the Summit, New Jersey office regularly.