Insurance Customer Experience Representative

National Association of Professional Allstate Agents, Inc.; Elk Grove (CA); On-site; USD 24,796 - 27,552; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability

Job summary

An insurance agency in Elk Grove, CA is seeking an Insurance Customer Experience Representative. This entry-level position involves maintaining client relationships and managing insurance sales. Candidates must hold a California insurance license and possess strong organizational and communication skills. A competitive salary of $18.00 - $20.00 per hour is offered, along with professional development opportunities.

Qualifications

• Obtain and maintain a California Personal Lines or Property/Casualty Broker Agent license.
• Be people-oriented and professionally assertive in client relationships.
• Possess outstanding organizational skills and business judgment.

Responsibilities

• Identify, qualify, and develop personal insurance opportunities with clients.
• Foster and maintain relationships with clients through follow-ups and support.
• Prospect and solicit increases in existing client coverage.

Skills

Customer-focused

Organizational skills

Communication skills

Time management

Technical proficiency

Education

California Personal Lines or Property/Casualty Broker Agent license

Job description

Insurance Customer Experience Representative

Job Description: The Customer Experience Representative at Jeff Beck Allstate Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.

Overview

• Start or continue a career with long term growth potential. Throughout the last year, insurance was considered an essential business and our business did not slow down.
• Work in a small office environment interacting with our customers and prospects via phone, email, text and in person.
• Our customers appreciate what we can do for them by providing and servicing their insurance needs. You can be a part of this.
• Earn a competitive base salary, monthly and annual bonuses, PTO, fully paid health insurance and retirement savings.
• Ongoing training.

Responsibilities

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively prospect and solicit increases in existing client coverage as well as network for new clients, including win backs.
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
• Foster and maintain excellent relationships with customers and prospects through regular follow up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.

Qualifications

• Obtain and maintain a California Personal Lines or Property/Casualty Broker Agent license.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Compensation: $18.00 - $20.00 per hour

Becoming an Insurance Professional

Insurance Professionals go by many names: Brokers, Agents, Underwriters, Claims Representatives, Adjusters, etc. No matter the name, what they all have in common is a calling to help prepare people for the future.

Here at Jeff Beck's Allstate Agency in Elk Grove, CA, we have, for over 17 years, been serving our customers in Elk Grove, Sacramento, the surrounding areas and across the state. We help our customers manage risk by insuring their cars, homes, personal property, motorcycles, boats, small businesses and their family's financial future.

As a member of our team you will work with our customers and the insurance companies we represent to provide excellent customer service.

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of the agency. All inquiries about employment at this agency should be made directly to the agency location, and not to NAPAA.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Other

Industries

• Insurance

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