Insurance Customer Service Representative

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

Benefits:

401(k)

401(k) matching

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Are you looking for a meaningful career in a local business that has a national brand people recognize and trust?

Successful Allstate Agency Owner Jared Burns-Coffin is seeking a qualified professional to join their winning team for the role of Insurance Customer Service Account Manager. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

Establish customer relationships and follow up with customers, as needed

Use a customer-focused, 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 and services

Educate prospective customers on how to protect their families and assets by offering Allstate products

Proactive outbound approach to service existing client accounts and perform policy reviews

Maintain a strong work ethic with a total commitment to success each and every day

As an Agent Team Member, you will receive...

401K with match

Hourly pay plus commission/bonus

Health benefits

Paid time off (vacation and personal/sick days)

Comprehensive on the job training (get paid to learn!)

Valuable experience

Growth potential/Opportunity for advancement within my agency

Opportunity for growth at Allstate Corporation

Requirements

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred

Interest in marketing products and services based on customer needs

Excellent communication skills - written, verbal and listening

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams

People-oriented

Organizational skills

Self-motivated

Proactive in problem solving

Dedicated to providing a professional customer experience

Pride in getting work done accurately and timely

Ability to multi-task

Property and Casualty license (must be able to obtain)

Life and Health license (must be able to obtain)

Office hours are Monday - Friday 8:30am to 5:30pm (with some evening and weekend appts)

Good Work. Good Life. Good Hands The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry. You'll have opportunities to take risks, challenge the status quo, and shape the future for the greater good.

Everything we do at Allstate is driven by a shared purpose: to protect people from life's uncertainties so they can realize their hopes and dreams. For 89 years, we've thrived by staying a step ahead of whatever's coming next – to give customers peace of mind no matter what changes they face. We are the Good Hands. We don't follow the trends. We set them.