Insurance Customer Service Representative (copy)

Allstate - Mila Robichaux Agency; Lake Charles (LA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Hours 8AM to 4:30 pm

Job summary

Allstate - Mila Robichaux Agency is seeking a Customer Service Representative to service existing clients, answer coverage questions, and process policy changes. The role emphasizes accuracy, problem-solving, and delivering an exceptional customer experience in a fast-paced environment.

The position supports agency growth, with monthly performance goals around cross-sell and referrals. Licensing is not required to apply, but post-offer coursework for licenses will be provided and expected within

Qualifications

• Excellent verbal and written communication.
• Professional and friendly phone presence.
• Detail-oriented with strong organizational skills.
• Ability to multi-task and manage competing priorities.
• Commitment to providing exceptional customer service.
• Strong follow-up and follow-through abilities.
• Proficient with CRM systems and basic MS Office tools.

Responsibilities

• Assist customers with policy changes, billing questions, and coverage inquiries.
• Provide clear explanations of coverage options and policy details.
• Process endorsements, renewals, and documentation accurately.
• Proactively review accounts to identify coverage gaps or additional needs.
• Maintain detailed and accurate client records in the agency management system.
• Deliver a consistently positive and professional customer experience.

Skills

Communication skills

Phone presence

Detail orientation

Multitasking

Customer service

Follow-up

Computer proficiency

Tools

CRM systems

Microsoft Word

Outlook

Job description

Job Description

We are seeking a professional, detail-oriented, and customer-focused individual to join our team as a Customer Service Representative.

In this role, you will be responsible for servicing existing clients, answering coverage questions, processing policy changes, and delivering an exceptional customer experience. You will play a key role in client retention, relationship building, and identifying opportunities to enhance coverage when appropriate.

This position is ideal for someone who takes pride in problem-solving, values accuracy, and thrives in a fast-paced environment.

While this is primarily a customer service position, team members are expected to contribute to agency growth. Monthly performance goals will include identifying coverage gaps and generating a minimum level of cross-sell and referral activity.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Hours 8AM to 4:30 pm

Responsibilities

• Assist customers with policy changes, billing questions, and coverage inquiries
• Provide clear explanations of coverage options and policy details
• Process endorsements, renewals, and documentation accurately
• Proactively review accounts to identify coverage gaps or additional needs
• Maintain detailed and accurate client records in the agency management system
• Deliver a consistently positive and professional customer experience

Requirements

• Strong communication skills (verbal and written)
• Professional and friendly phone presence
• Detail-oriented with strong organizational skills
• Ability to multi-task and manage competing priorities
• Dedicated to providing exceptional customer service
• Strong follow-up and follow-through abilities
• Basic computer proficiency (Microsoft Word, Outlook, CRM systems)
• High level of professionalism, ethics, and integrity
• Reliable and dependable attendance

Preferred (Not Required)

• Prior customer service or insurance experience
• Experience working in a fast-paced office environment
• Familiarity with insurance agency management systems

Licensing

Licensing is not required to apply for this position. However, once an offer is accepted, you will have 30 days to complete the required coursework and obtain your Property & Casualty and Life & Health producer licenses.