Insurance Customer Service Pro | Growth & Training

Allstate Agency of Jared Burns-Coffin; Burlingame (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Allstate Agency of Jared Burns-Coffin in Burlingame, CA is seeking an Insurance Customer Service Account Manager to build lasting client relationships and grow the agency through value-based conversations and outstanding service.

Responsibilities include establishing client relationships, educating customers on Allstate products, meeting marketing goals with the agent, and delivering comprehensive on‑the‑job training.

Qualifications

• Sales experience is preferred.
• Interest in marketing products and services based on customer needs.
• Excellent communication skills, written and verbal.
• Enthusiastic about insurance and financial products helping families.
• People-oriented and organized.
• Self-motivated and proactive in problem solving.
• Dedicated to professional customer experience.
• Ability to multi-task and meet deadlines.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Use a needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Schedule appointments, identify customer needs, and market appropriate products.
• Educate prospective customers on protecting families and assets with Allstate products.
• Perform policy reviews and proactive outreach to existing clients.
• Maintain a strong work ethic and commitment to success daily.
• Receive on-the-job training and opportunities for advancement within the agency.

Skills

Sales experience

Communication skills

Marketing products

Organizational skills

Self-motivated

Proactive problem solving

Customer-focused

Team collaboration

Education

Property and Casualty license

Life and Health license

Job description

Allstate Agency of Jared Burns-Coffin in Burlingame, CA is seeking an Insurance Customer Service Account Manager to build lasting client relationships and grow the agency through value-based conversations and outstanding service.

Responsibilities include establishing client relationships, educating customers on Allstate products, meeting marketing goals with the agent, and delivering comprehensive on‑the‑job training.