Customer Service Representative

Heidi Rowan Insurance Agency; Happy Valley (OR); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental Insurance

Vision Insurance

Hands-on Training

Mon-Fri Schedule

Career Growth

Retirement Plan

Evenings Off

Job summary

Heidi-Rowan-Insurance-Agency in Oregon seeks a Licensed Client Service Representative to manage existing client relationships, conduct insurance reviews, and cross-sell policies. The role emphasizes strong client service, in-office collaboration, and dedicated attention to retention.

The position offers paid training, mentorship, and bonus pay based on performance, with benefits including PTO, health, dental, and vision insurance, and regular weekday hours.

Qualifications

• Experience delivering quality client service in an insurance or financial services setting.
• Strong communication, written and verbal, with clients and colleagues.
• Able to prioritize tasks in a fast-paced office environment.
• Detail-oriented with solid organizational skills.
• Ability to work independently and follow established processes.

Responsibilities

• Pivot incoming service calls to comprehensive insurance reviews for existing clients to assess coverage needs and opportunities.
• Identify cross-selling opportunities and promote additional products to existing clients.
• Utilize CRM software to maintain accurate records of client interactions and policy details.
• Provide personalized solutions to clients based on their insurance preferences.
• Act as a trusted advisor to clients by offering guidance on insurance-related matters.

Skills

Customer service

Communication

Organization

Tools

CRM software

Windows 11

Outlook

Google Drive

Dropbox

Job description

Job Description

As aLicensed Client Service Representative, you will play a crucial role in maintaining strong relationships with our existing clients and ensuring their continued satisfaction with our insurance products and services. You will be responsible for managing client accounts, conducting insurance reviews, cross-selling policies, and implementing strategies to enhance customer retention.

We are one of the largest Allstate offices in Oregon, so the ability to handle a large call volume and task prioritization is a must.

What we offer

• Paid training:Our clearly defined training path starts with Allstate University and continues throughout your career with weekly call review feedback, and ongoing access to roleplaying demonstrations and product webinars.
• Mentorship and clear paths for advancement:Our team meets weekly to share updates and offer support. We do 1:1 reviews with staff every 6 months and have a framework for how you can advance to a commercial policy advisor and take on more of a leadership role.
• Bonus pay based on performance: When you win, the office wins. Get bonus pay for saving clients, reviewing their policies, offering life insurance and even getting positive Facebook and Google reviews!

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off

Responsibilities

• Pivot incoming services calls to comprehensive insurance reviews for existing clients to assess their coverage needs and identify opportunities for additional products or upgrades.
• Identify cross-selling opportunities and promote additional products to existing clients.
• Utilize CRM software to maintain accurate records of client interactions and policy details.
• Provide personalized solutions to clients based on their insurance preferences.
• Act as a trusted advisor to clients by offering expert guidance on insurance-related matters and assisting them in making informed decisions about their coverage.

Requirements

This role is 100% in-office M-F 9am - 5:30pm

• Property and Casualty license
• Previous insurance experience, preferably recent Allstate experience
• Strong understanding of how to service and write property and casualty insurance products
• Excellent communication skills, both verbal and written, with the ability to effectively interact with clients and colleagues.
• Ability to work independently and prioritize tasks in a fast-paced environment.
• Proficient in Windows 11, Outlook, Google Drive, and Dropbox
• Comfortable with cross-selling techniques to promote additional insurance products.
• Detail-oriented with strong organizational skills and the ability to multitask effectively.