Customer Service Representative

Allstate - Ronald Sosa

West Covina (CA)

On-site

USD 40,000 - 52,000

Full time

4 days ago
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Benefits offered by this job

Paid Time Off (PTO)
Career Growth Opportunities
Retirement Plan
Evenings Off
Mon-Fri Schedule
Hands on Training

Job summary

Allstate West Covina seeks a full-time Customer Service Representative to deliver exceptional service to current clients and new prospects, process policy change requests, and maintain product knowledge. Bilingual in Spanish is required. Licensing within 2 months is necessary; no prior industry experience required but preferred.

The role offers weekday schedule, training, and opportunities for growth. You will manage calls, verify information, collect payments, and refer clients to suitable

Qualifications

  • Bilingual in Spanish is required.
  • Must be licensed or get licensed within 2 months.
  • Proactive, upbeat attitude with urgency.
  • Ability to multi-task and follow-through.
  • Excellent spelling and grammar.

Responsibilities

  • Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
  • Process customer policy change requests.
  • Secure documents from customers.
  • Handle incoming calls from customers.
  • Document each customer contact.
  • Take premium payments from customers.
  • Ask for referrals and explain our referral program.
  • Verify phone numbers, addresses and emails with customers and update information.
  • Be outstanding at relationship building.
  • Respond to inquiries, cancellations, and sales requests within a timeframe.

Skills

Bilingual Spanish
Customer service
Self-motivated
Spelling & grammar
Multitasking
Closing skills
Listening skills

Education

Property & Casualty license (preferred)

Job description

Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Bilingual in Spanish is required.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Benefits
  • Paid Time Off (PTO)
  • Career Growth Opportunities
  • Retirement Plan
  • Evenings Off
  • Mon-Fri Schedule
  • Hands on Training
Responsibilities
  • Developongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
  • Process customer policy change requests.
  • Secure Documents from customers.
  • Handle incoming calls from customers.
  • Document each customer contact.
  • Take premium payments from customers.
  • Ask each customer for referrals and explain our referral program.
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
  • Be outstanding at relationship building.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
Requirements
  • Bilingual in Spanish
  • Must be licensed or get licensed within 2 months.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Be a great self-starter with a sense of urgency.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Must have ability to multi-task.
  • A Property & Casualty license is preferred but will train good individual.
  • Must be highly self-motivated.
  • Excellent Spelling and Grammar skills.
  • Great Customer Service Skills.
  • Be equipped with great listening and closing skills.
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