Customer Service Representative

The Miles Agency - Allstate Insurance; Lexington (SC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Paid time off

Training & development

Opportunity for advancement

Job summary

A reputable insurance agency in South Carolina is seeking an enthusiastic team player for a role combining customer service and inside sales. Candidates should possess an active South Carolina Property & Casualty License and have at least one year of customer service experience. Responsibilities include managing client calls, conducting policy reviews, and driving sales through cross-selling. The agency offers a competitive salary, bonuses, and opportunities for professional development in a supportive environment.

Qualifications

• Must have an active South Carolina Property & Casualty License.
• Minimum 1 year of customer service experience; sales experience preferred.
• Comfortable working with CRM systems and office software.

Responsibilities

• Handle inbound and outbound calls in a professional manner.
• Build strong relationships and trust with customers.
• Provide prompt, accurate, and friendly service.
• Conduct mini-reviews with existing customers.
• Meet and exceed sales goals through cross-selling and lead follow-up.

Skills

Active South Carolina Property & Casualty License

Strong phone communication

Active listening skills

Self-motivated

Organizational skills

Ability to adapt to different personalities

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Job Description

We are a high-producing Allstate Insurance agency looking for an enthusiastic, organized, and motivated team player who can handle both customer service and inside sales responsibilities. Our fast-paced environment requires someone who can deliver exceptional client experiences while also driving growth through cross-selling, win-back opportunities, and lead generation.

Key Responsibilities

• Handle inbound and outbound calls in a professional, timely manner.
• Build strong relationships and trust with customers through open, interactive communication.
• Provide prompt, accurate, and friendly service, including policy changes, billing clarification, coverage questions, and proof of insurance.
• Conduct mini-reviews with existing customers to ensure adequate coverage and uncover cross-sell opportunities.
• Assist with payments, endorsements, and service requests.
• Schedule and conduct insurance reviews to identify additional protection needs.
• Meet and exceed sales goals through cross-selling, lead follow-up, and win-back efforts.
• Present and explain policy options based on customer needs and goals.
• Ask for referrals during every customer interaction.
• Keep accurate records of all customer interactions and follow-up tasks.
• Demonstrate strong product knowledge and stay current with evolving Allstate offerings.

Qualifications

• Active South Carolina Property & Casualty License.
• Minimum 1 year of customer service experience; sales experience preferred.
• Strong phone communication and active listening skills.
• Ability to adapt to different personalities and customer needs.
• Highly self-motivated, organized, and able to prioritize effectively in a fast-paced environment.
• Professional, positive attitude with a genuine desire to help others.
• Comfortable working with CRM systems and office software.
• Ability to pass a criminal background check.

What We Offer

• Competitive base salary plus commission and bonus opportunities.
• Paid training and ongoing professional development.
• A supportive, team-oriented environment.
• Opportunity to help protect your community while building a rewarding career.