Customer Service Representative

Allstate Insurance Agency - Terrie Greene; Mesa (AZ); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Bonus

Performance-based bonus

Salary

Dental insurance

Health insurance

Advancement opportunities

Paid time off

Profit sharing

Training & development

Tuition assistance

Job summary

Allstate Insurance Agency - Terrie Greene in Mesa, AZ is seeking a friendly Customer Service Representative to join our team. You will be the first point of contact for clients, answering inquiries, assisting with policy questions, and processing changes and new onboarding.

You’ll build relationships and support agents to ensure customer satisfaction in a busy office. We value communication, attention to detail, and bilingual capabilities; a license in Arizona or willingness to obtain is

Qualifications

• Strong communication and interpersonal skills with a customer-first attitude.
• Proficiency in Microsoft Office and ability to learn agency management software.
• Detail-oriented, organized, and able to multitask in a busy office environment.

Responsibilities

• Serve as the first point of contact for clients, handling inbound calls, emails, and walk-in inquiries
• Assist customers with policy questions, billing issues, and coverage updates
• Process policy changes, renewals, and new customer onboarding
• Identify customer needs and recommend appropriate Allstate insurance products and services
• Maintain accurate client records and document interactions in the agency management system
• Follow up with clients to ensure satisfaction and retention
• Support agents with administrative tasks and daily office operations

Skills

Communication skills

Customer-focused

Bilingual English/Spanish

MS Office

Agency software

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

Agency management software

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Tuition assistance

About the Role:

Allstate Insurance Agency - Terrie Greene is looking for an enthusiastic and driven Customer Service Representative to join our growing team in Mesa, AZ. This is your opportunity to build meaningful relationships with clients while representing one of the most trusted names in insurance. If you thrive in a fast-paced environment and love helping people, we want to hear from you!

Responsibilities:

• Serve as the first point of contact for clients, handling inbound calls, emails, and walk-in inquiries
• Assist customers with policy questions, billing issues, and coverage updates
• Process policy changes, renewals, and new customer onboarding
• Identify customer needs and recommend appropriate Allstate insurance products and services
• Maintain accurate client records and document interactions in the agency management system
• Follow up with clients to ensure satisfaction and retention
• Support agents with administrative tasks and daily office operations

Requirements:

• High school diploma or equivalent required; associate's or bachelor's degree preferred
• 1+ years of customer service, sales, or insurance industry experience
• Active Arizona Property & Casualty or Life & Health insurance license (or willingness to obtain)
• Strong communication and interpersonal skills with a customer-first attitude
• Proficiency in Microsoft Office and ability to learn agency management software
• Detail-oriented, organized, and able to multitask in a busy office environment
• Bilingual (English/Spanish) a plus

About Us:

Allstate Insurance Agency - Terrie Greene is a locally owned and operated agency proudly serving the Mesa, AZ community with personalized insurance solutions. Our clients trust us to protect what matters most — from their homes and vehicles to their families' futures. We foster a supportive, team-oriented workplace where employees are valued, developed, and set up for long-term success.