Customer Service and Appointment Setting Representative

James Walker Allstate Agency; Lilburn (GA); On-site; USD 30,000 - 45,000; Full time

Benefits offered by this job

Bonus based on performance

Free food & snacks

Paid time off

Training & development

Paid Holidays

Bonus Opportunities

Hands On Training

Office Snacks & Coffee

Job summary

James Walker Allstate Agency in Lilburn, GA, is seeking an energetic Customer Service/Telesales Appointment Representative. In this role, you will engage new prospects, establish strong community relationships, and provide insurance and financial products that protect customers’ homes and retirement incomes.

The ideal candidate will possess excellent communication skills, a customer-focused attitude, and the ability to work as part of a supportive sales team. Allstate agents are independent contractors, and this position requires obtaining a Georgia Property and Casualty license.

Qualifications

• Must get Georgia Property and Casualty license within 30 days.
• Possess a genuine willingness to learn and be coachable.
• Must have an upbeat, positive and enthusiastic attitude.

Responsibilities

• Develop new leads, schedule appointments, and market appropriate products.
• Establish customer relationships and provide prompt customer service.
• Educate customers about insurance options using a needs-based review.

Skills

Excellent communication skills - written, verbal and listening

Self-motivated

People-oriented

Proactive in problem solving

Ability to work in a team environment

Job description

Allstate Insurance Agency located in Lilburn, Ga. is seeking an energetic and driven team member who can work with a dynamic team of sales agents. As a Customer Service/Telesales Appointment Representative you will help grow the agency by engaging new prospects and building strong relationships within the community. You’ll work as a member of a sales team focused on providing insurance and financial products that help customers protect their homes, cars, and retirement incomes. You will apply insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long‑term relationships as a trusted advisor.

Benefits

• Bonus based on performance
• Free food & snacks
• Paid time off
• Training & development
• Paid Holidays
• Bonus Opportunities
• Paid Time Off (PTO)
• Weekends Off
• Holidays Off
• Hands On Training
• Office Snacks & Coffee
• License reimbursement when time for promotion
• Work Hard, Play Hard Atmosphere

Responsibilities

• Develop new leads, schedule appointments, identify customer needs, and market appropriate products and services
• Establish customer relationships and follow up with customers, as needed
• Provide prompt, accurate, and friendly customer service
• Work to establish and meet marketing goals
• Use a customer-focused, needs-based review process to educate customers about insurance options
• Maintain a strong work ethic
• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance plays in helping people manage the risks and protect what matters most to them
• People-oriented
• Self-motivated
• Proactive in problem solving
• Ability to work in a team environment
• Ability to multi-task
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Provide timely and thorough activity reports to agent

Expectations

• Must get Georgia Property and Casualty license within 30 days (will train the right motivated candidate)
• 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
• Create relationships from a cold start
• Excellent communication/interpersonal skills
• Confident, self-starter who works well independently
• Must be highly self-motivated
• Professional phone etiquette
• Career minded vision

In Summary: If you are the energetic and driven team member that we are looking for and can see yourself establishing long lasting relationships with people and helping them protect what matters, then please submit your resume. We look forward to following up with you on the next steps of the interviewing process. This position is with an Allstate agent, not with Allstate Insurance Company. Employees of Allstate agents must be able to successfully complete any applicable licensing requirements and training programs. Allstate agents are independent contractors who hire their own employees. Allstate agents’ employees are not employees of Allstate Insurance Company.

If this position looks like something that you would be interested in, apply today.

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of the agency. All inquiries about employment at this agency should be made directly to the agency location, and not to NAPAA.