Customer Service Representative

Allstate Insurance Agency - Bryant Brooks; Jasper (AL); On-site; USD 30,000 - 42,000; Full time

Job summary

Allstate Insurance Agency - Bryant Brooks is seeking a Customer Service Representative in Jasper, Alabama. The CSR handles routine data entry, office duties, endorsements, remittance, and telephone inquiries under supervision, ensuring high quality and accuracy.

Responsibilities include maintaining files, preparing renewals, processing payments and endorsements, auditing, assisting clients, and providing courteous service.

Responsibilities

• Maintain and organize agency files, both electronic and paper
• Prepare agency solicitation, renewal conservation and other customer mailings
• Maintain correspondence on customer’s files
• Run weekly and daily audits
• Run and process additional Alliance audits as requested by other members of the staff
• Follow up and complete all trailing documents for new and existing clients
• Answer incoming calls expeditiously and courteously and direct them to the appropriate person promptly and efficiently
• Greets all customers coming into the agency in a friendly and helpful manner
• Receives and processes insurance payments excluding those processed at time of binding
• Receives and processes endorsements in an expeditious and efficient manner
• Provide and verify general and non-technical information to inquiries over the telephone or in person
• Work well with other employees and is a team player with a positive attitude
• Maintain a positive and self-driven, self-motivated attitude!

Job description

Purpose

The Customer Service Representative (CSR) is under immediate supervision of the agency manager to do routine data entry, office work of normal complexity, endorsements, remittance and answer the telephones in accordance with established standards and procedures. Work is expected to be high in quality and accuracy. The CSR must have a working knowledge of office routines and requires the exercise of a limited degree of independent judgment and to do related office work as directed. The CSR may be exposed to confidential information and therefore is required to adhere to all Allstate corporate privacy requirements.

Licensing Requirements

The CSR is required to obtain a current property and casualty license prior to employment.

Minimum Performance Requirements

Will be determined by the Agency Principal and/or the agency manager on a monthly basis.

Essential Functions

• Maintain and organize agency files, both electronic and paper
• Prepare agency solicitation, renewal conservation and other customer mailings
• Maintain correspondence on customer’s files
• Run weekly and daily audits
• Run and process additional Alliance audits as requested by other members of the staff
• Follow up and complete all trailing documents for new and existing clients
• Answer incoming calls expeditiously and courteously and direct them to the appropriate person promptly and efficiently
• Greets all customers coming into the agency in a friendly and helpful manner
• Receives and processes insurance payments excluding those processed at time of binding
• Receives and processes endorsements in an expeditious and efficient manner
• Provide and verify general and non-technical information to inquiries over the telephone or in person
• Work well with other employees and is a team player with a positive attitude

Attitude

Maintain a positive and self-driven, self-motivated attitude!