Hybrid Licensed Insurance CSR | Customer Care & Retention

The Juris Agency; Valparaiso (IN); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Hands on Training

Mon-Fri Schedule

401k + Matching

Hybrid (50% remote & 50% in office)

Job summary

K. Symons Agency Inc., an Allstate agency, seeks a licensed Customer Service Representative to join our team in a hybrid role (50% remote / 50% in office).

The successful candidate will be dependable, detail-oriented, and capable of handling a fast-paced insurance office environment while delivering exceptional customer service and managing policy changes, billing questions, and coverage needs. Required: Active Indiana Property & Casualty or Personal Lines license, high school diploma or

Qualifications

• Active Indiana Property & Casualty or Personal Lines License
• Previous insurance experience
• Prior Allstate experience preferred

Responsibilities

• Process policy changes, endorsements, vehicle additions and removals, driver changes, mortgage updates, billing questions, payment issues, cancellations and other service requests.
• Build and maintain positive relationships with customers to encourage long-term loyalty and retention.
• Proactively contact customers when necessary to address policy concerns, account issues, and coverage needs.
• Handle customer complaints and difficult conversations professionally while working toward satisfactory resolutions.
• Review existing policies to ensure customer information and coverage selections are accurate and current.
• Proactively assist customers who are considering canceling their insurance policies.
• Investigate customer concerns regarding premiums, coverage, and service to identify possible solutions.
• Conduct policy reviews and identify appropriate coverage adjustments or available discounts.
• Proactively discuss bundling opportunities involving auto, home, renters, condominium, umbrella, and other available insurance products.
• Participate in team meetings, training sessions, and professional development activities.

Education

High school diploma or equivalent

Job description

K. Symons Agency Inc., an Allstate agency, seeks a licensed Customer Service Representative to join our team in a hybrid role (50% remote / 50% in office).

The successful candidate will be dependable, detail-oriented, and capable of handling a fast-paced insurance office environment while delivering exceptional customer service and managing policy changes, billing questions, and coverage needs. Required: Active Indiana Property & Casualty or Personal Lines license, high school diploma or